Business Planning for Advisors — With Coach Joe Lukacs (Ep. 14)

02/12/2020 26 min
Business Planning for Advisors — With Coach Joe Lukacs (Ep. 14)

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Episode Synopsis

Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan?  In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares...
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