Financial Advising Practice Strategic Planning Template   21-page PDF document
$49.00

Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Flevy is the marketplace for business best practices.
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Financial Advising Practice Strategic Planning Template (21-page PDF document) Preview Image
Arrow   Click main image to view in full screen.

Financial Advising Practice Strategic Planning Template (PDF)

PDF document 21 Pages

$49.00

Add to Cart
  


Immediate download
Editable with PDF editor
Free lifetime updates

BENEFITS OF THIS PDF DOCUMENT

  1. Helps to establish a desired culture.
  2. Facilitates agreement regarding specific Client Care commitments.
  3. Provides a framework for detailing step-by-step actions to successfully deliver on goals and projects/initiatives.

STRATEGIC PLANNING PDF DESCRIPTION

This product (Financial Advising Practice Strategic Planning Template) is a 21-page PDF document, which you can download immediately upon purchase.

This template is designed to involve those closest to and actually carrying out the work in planning strategic enhancements to organizational missions, goals, structures and processes, etc. Team members feel a greater sense of ownership as they participate in planning that potentially impacts and transforms their work. Team members are involved in creating and committing to improvements and changes which can result in increased job satisfaction, morale and organizational success. Every team member reviews and agrees upon client care commitments and defines how greater success will be achieved over the next 12 to 18 months. Several tools are also provided for managing and reporting on projects. The planning is organized so that each step builds on the previous one. This helps team members build confidence as the planning progresses. The end product is a "roadmap" to success for the entire team that is regularly reviewed and updated.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Strategic Planning PDF: Financial Advising Practice Strategic Planning Template PDF (PDF) Document, Karen Reitor, Communique Productions Inc


$49.00

Add to Cart
  

ABOUT THE AUTHOR

Additional documents from author: 85

Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance. Communique is an Accredited Provider certified by the International Association of Continuing Education and Training ... [read more]

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar HernĂ¡n Montes Parra, CEO at Quantum SFE
 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience
 
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


Strategic Planning Strategic Analysis Hoshin Kanri Strategy Deployment & Execution Strategy Development Consulting Frameworks Chief Strategy Officer Scenario Planning Market Research Positioning Strategy Development Example COVID-19 Strategic Thinking

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.