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Practice Management
‘Tis the Season to be Planning
January 13, 2013

Every advisor needs to have a business plan, and this is the time of the year to make one. In the first of a three-part series on business planning, Michael Silver and Eric Sheikowitz, co-founders and senior managing partners of Focus Partners, discuss how to go about building the business plan, while keeping perspective of an advisor’s business as it exists today.

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