It’s the most wonderful time of the year…BUSINESS PLANNING. Advisors across the hemisphere are planning for 2013. However, we tend to forget Business Plans contain four critical elements:
- The Preparation
- The Plan
- What’s Next?
- What If’s
“The Preparation” includes gathering all of the information that addresses where you are today; Facts & Figures molded into an analysis of the current situation, along with a description of your “Perfect World.” Perfect World details your dreams, goals, and 
objectives. “The Plan” provides step by step strategies, tactics, and corresponding activities and timelines for attainment. “What’s Next?” is the question that gets you to focus on what you need to do today – RIGHT NOW – to make the outcomes you desire come to reality. Why focus on “What’s Next?” Because it is all you have.
“If you want to make God laugh, tell Him about your plans.” – Woody Allen
“What If’s” allow you to be nimble, and have options and alternatives. Because situations and circumstances change, you need to be prepared to react and change plans. Don’t do so every time things go against you, but be aware of systemic changes that can affect your plan.
Happy Holidays, Merry Christmas, Happy New Year, and..
Work Hard & Have Fun!™
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