The annual planning process is a prime opportunity for you to create value for your client. Any insight you provide helps foster a better understanding of their business, finances, and potential future.
But annual planning is also packed with jargon, technical work, and navigating difficult topics.
The difference between good and bad annual planning isn’t necessarily the end result, but the process of getting there.
How you talk about annual planning and each step in the journey will decide whether your client leaves with an accurate and effective plan for the year ahead. Here are the steps to do it right. Read the full article on The Woodard Report.