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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Barron's Advisor

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Having a Business Plan, an Economic Model

Knowing the numbers is really a arting point for your next point, which is to have a written business plan. And then i also like to talk about having an economic model. In an economic model, we think about that as, imagine a business plan that doesn't have years on it, right? It's really a look at a business overtime just based upon the revenue.

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