A lack of planning is a common mistake in all aspects of life. How does someone know when they've arrived if they don't know where they are going?

As an advisor, ask yourself some basic questions and write down the answers to help form a plan. Where do you want to be in five, 10 or 20 years? How much money do you hope for and how much do you need to make? Will the firm you work for get you there? Do you want to be part of a team? If so, what would it look like-vertical or horizontal?

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