How to build a better business plan

Financial advisers are good at a lot of things, but business planning isn't always one of them. Why is that and how can they improve? Teri Shepherd of Carson Group offers some solutions.

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The Business model Canvas is a easy way to do a business plan. The Gallup Builder Profile ( BP10 ) assessment will point out where the adviser is going to struggle in his/her business plan. Simple tools but very effective.