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Strategic Planning Framework
Studies show that businesses with a formally structured business plan are more likely to achieve and exceed goals. A strategic plan creates formality around where you want to take your business, and what path you’ll need to follow to get there. Still, many firms are not formally documenting their business plan due to the complex nature of the process.

In this discussion, we will review the primary elements of a strategic plan – vision, strategy, and goals – and provide a simple framework for developing your strategic plan for 2024.

Dec 14, 2023 01:00 PM in Pacific Time (US and Canada)

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Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.