Don't Be Like Most Advisors Who Won’t Realize Their Business Vision

By Julie Littlechild via

We work in an industry in which two-thirds of advisors say they are NOT on track to realize their business vision.

I find that sad, if not surprising. It’s sad for obvious reasons. It’s not entirely surprising because I’ve lived in the data for so long, digging deep into how advisors think about their businesses and their futures.

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