The question “What is your vision statement for your practice?” often elicits funny looks from financial planners. Many individuals chose the financial planning profession because of its orientation ...

Strong organizations always have a purpose—something promising and unique that attracts employees, customers and investors. There are many different methods for tangibly declaring this purpose. Some ...

Writing a vision statement isn’t just an exercise in stringing words together - it’s an opportunity to inspire, align, and drive action. The most effective vision statements don’t just state an ideal ...

Vision statements inspire, but tension drives execution. Learn why great strategies start by naming the friction they exist ...