eBook | Creating a 2021 business plan

January 06, 2021 by Kelton Corcoran

Creating a 2021 business plan by Advicent

About the author

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

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What do you want to achieve professionally in 2021? Creating a business plan can help advisors and firms identify actionable goals to drive growth in the business.

In this guide, you will learn how to:

  • Identify business initiatives
  • Pinpoint revenue drivers
  • Identify important foundational work
  • Prioritize your business goals for 2021

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