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 ...

One of my favorite sayings is “If you don’t know where you are going, any road will take you there.” Many Entrepreneurs and CEOs tend to forget the importance of setting a vision for their ...

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 ...