In this session you’ll learn the 6 key steps for starting an advisory practice that will thrive. Your presenter will provide you with his personal methodology for planning for and implementing advisory services into a firm. He’ll provide conceptual, practical, and actual considerations that are essential to anyone considering a complete transition to advisory or as additional revenue to an existing practice.

www.chiefproactiveadvisors.com

1. Differentiate between the “boiler plate” business plan and an actionable plan.
2. Learn a customized methodology for building a business plan that is actually useful to a business owner
3. Obtain tools and templates to support the create of the business plan