The question “What is your vision statement for your practice?” often elicits funny looks from financial planners. Many individuals chose the financial planning profession because of its orientation ...
A purpose statement, a vision statement, and values are only powerful if they are intentionally and thoughtfully defined and articulated, which takes time, effort, and, perhaps most importantly, ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback