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As the year comes to a close, it’s a good time to take stock of where your business is today and where it is going. That includes thinking about your current business model, how you're serving your clients’ needs and where you are looking to take your business in the future. In this issue, we speak with Tom Nally, Managing Director of Institutional Sales at TD Ameritrade Institutional, to guide us through six questions advisors should be asking themselves.
Question 1: Do I have a business plan in place, and how can I develop and stick to that plan in 2011?
Business plans are important because they are a roadmap to help take you where you want to go. They may not be hard to make, and they don’t have to be complicated. But in order to be the most effective, you have to take a long, hard, and honest look at your personality, your business today and your hopes and dreams for the future...More