Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.
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eBook | Creating a 2017 business plan
Fourth quarter is an optimal time to develop a business plan for the upcoming year. Many advisors keep track of their business plan internally, which can lead to unmet goals. If you do not have measurable goals to monitor and predefined items to measure success, how will you know what you are actually accomplishing?
Download our free eBook today to learn tips for creating your 2017 business plans and ensuring you accomplish your goals.