by Allan Ward | Dec 10, 2013 | Business Planning, Marketing
A while ago I read an article by Theodore Levitt called Marketing Myopia. It’s a classic marketing article which appeared in the Harvard Business Review and is often used in business school courses. It was written over 50 years but is still as relevant today as...
by Allan Ward | Feb 28, 2011 | Business Planning
Do you have targets for your financial planning business? In this article we’ll examine some of the common targets that financial advisors use to motivate themselves to achieve more. I was at a small gathering of advisers last week and we spent quite a bit of...