Relevant to any single adviser in a firm, whether small, medium or large, a robust and well-thought business plan will help drive the business forward and ensure a focus on the right things.
The business plan should consider the strategy, the operating model and governance, the risks as well as setting the measures of success. It should give you a true assessment of where your business is and the potential options for evolving it.
A business planning process can consist of four areas, as highlighted below. Select each hexagon in turn to read an area overview and then access more information by selecting ‘read more’. Or go to the training hub.