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A business plan should serve as the blueprint for your business.  You wouldn't build a house without one, would you?  By creating this living and breathing document by which you run your business, you can be sure that no want or wish will fall through the cracks.  Your business needs are consistently evolving, so it's important this plan you've created stays consistent with your dreams and goals, both long term and short term.

It’s important for every business to have a sound mission statement to provide focus and motivation. It will also help guide you through the business planning process.  

Start by answering these questions to help you start your business mission statement:

  • What is my ultimate business goal?
  • What is the primary focus of my business?
  • Which clients do I want to attract to meet my goal?


Creating a succession plan shouldn't have to be done alone.  We are committed to helping your advisors grow, take care of clients and transition into retirement by designing a customized succession plan for each advisor.  A well-orchestrated succession plan should expect 90% or better client retention, and even enhanced production. Advisors who share long and deep relationships with their clients may want to consider a proactive approach to educating their clients about their plan for taking care of them when the advisor retires or leaves the practice.

Advisors spend their careers helping others manage their money and making thoughtful plans so their clients can live the life they want in retirement.  Be sure you can do the same!

Bankers' Wealth Management also helps our partner banks with:

  • Advisor Retirement readiness
  • Acquisition of other practices
  • Recruiting
  • Training of staff
  • Ensuring the continuity and best interest of your clients.

Have a question?  We're ready to help.

Thank you!