Strategic planning is not a one-time activity but an ongoing commitment to methodically aligning an RIA’s goals with its core values and purpose. Creating a single-page snapshot of five-year, one-year ...

Your reward for producing a strategic plan? A stress-anxiety-exhaustion hangover and the assurance that your plan will be outdated or irrelevant by end of year. 1. Power of the prompt. The right ...

Dev Patnaik is CEO of future-focused strategy firm Jump Associates. Corporate planning season is upon us. With only about a hundred days left in the year, execs are limbering up for the annual ...