When planning, whether financial planning for your clients or strategic planning for your business, there has to be follow up and follow through (accountability & monitoring) to see if you are making progress toward your goals.
In my 2012 year-end post, Getting Your RIA To The Next Level In 2013: Resolve To Follow These Six Steps And I’ll Help You Follow Through, I laid out a six-step process to help your firm make progress in 2013. Since we are nearing the end of the first 90 days of 2013, it is time for the first quarterly checkup.
Are you making progress on each of the six s
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