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 ...

Last time we defined the tools to create the foundation of the balanced scorecard. At this point, a good facilitator has selected and managed the implementation team through the many debates and ...

Don't forget to memorize the practice's vision. Your practice will achieve greater success -- more quickly -- if everyone on the team knows what success looks like. That's what a vision statement ...

The practice vision enables a dental practice to clearly focus on its objectives. It maps out a clear direction for your practice over the next three years so that the doctor and the team can enjoy ...