15min chapter

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A Failure to Plan is a Plan to Fail [Episode 281]

The Perfect RIA

CHAPTER

Guided Business Planning Essentials

This chapter underscores the necessity of having a skilled facilitator in the business planning process to maintain focus on actionable goals rather than getting lost in minute details. It addresses the critical role of honest performance assessments and realistic financial analysis in avoiding self-deception and fostering effective strategies. Additionally, the importance of aligning personal values with business objectives and managing cash flow is highlighted as vital for achieving long-term success.

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