Summary:

Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years!

In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning strategies to help you make your dream business a reality.

Jon discusses:

  • Planning your business growth through actionable steps you can implement right away 
  • The importance of building a corporate structure
  • How to maximize limited resources in case you are new to the business arena
  • And more!

Resources:

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