Many advisors don’t have a business or retirement plan

January 17, 2014 by Warren S. Hersch

Half of financial advisors do not have a written business plan. Of those that do, large firms are more likely than small practices to have one.

These findings, among others, are unveiled in a new report from the Financial Planning Association,

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Originally Posted at LifeHealthPro on January 17, 2014 by Warren S. Hersch.