Building a Solid Foundation: Strategic Business Planning for New Group Benefit Advisors

Host: Sarah Morden

As advisors we all know the importance of having a strategic, actionable business plan. But too often, we draft plans at the start of the year only to let them gather dust. In this session, we’ll discuss ideas on how to create a living, breathing business plan that evolves with you and your practice. We will share strategies for setting adaptable goals, tracking progress, and aligning your plan with your long-term vision. Whether you’re launching your career or looking to revamp your approach, this session will help you build a plan that grows with your practice and ensures sustainable success.