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A Clear Business Plan, the Power of Your Spheres of Influence and Step-by-Step Blogging

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Our themes for this week focus on business planning, your spheres of influence and blogging. First, we have a piece that looks at creating a clear and concise business plan. Our next piece this week addresses increasing your prospects using your spheres of influence. Our last piece for this week covers successful blogging tips.

Do you have a clear and concise business plan? This author suggests throwing out the traditional business plan template and replacing it with one that is both clear and concise.
 

Looking for new qualified prospects? This piece will help you examine your 7 spheres of influence to multiply your number of high quality prospects.
 

Check out this helpful 15-step template to help you jump start your blogging efforts right away.
 

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