The question “What is your vision statement for your practice?” often elicits funny looks from financial planners. Many individuals chose the financial planning profession because of its orientation ...

We spend an inordinate amount of time in this industry training advisors how to craft statements: elevator pitches, unique value proposition (UVP) statements, mission statements, vision statements, ...

Previously, I shared how important it is to create a personal vision statement before you can focus on setting a vision for your business. If you haven't had a chance to write your personal vision ...

Writing a vision statement isn’t just an exercise in stringing words together - it’s an opportunity to inspire, align, and drive action. The most effective vision statements don’t just state an ideal ...

The intent of the vision statement is to extend the limits of the sales team and imbue them within a sense of what they can accomplish, both together and as individuals. When the leader of a small ...

Opinions expressed by Entrepreneur contributors are their own. In The Marketing Plan Handbook, author Robert W. Bly explains how you can develop big-picture marketing plans for pennies on the dollar ...

Last century’s Mission Statement has evolved into today’s Simplicity Vision Statement. Instead of a buzzword-driven paragraph, the Vision Statement helps you articulate why simplification is important ...

Crafting clear mission and vision statements is critical to shaping company identity, motivating employees and guiding decision-making. A mission statement defines the current scope and purpose of the ...

The authors do not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and have disclosed no relevant affiliations beyond their ...

Plans – they never stop vying for the time and attention of small-business owners. You may have started with a feasibility plan, followed by the all-important business and marketing plans. You may ...