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Strategic Advisor Blog

Monthly Archives:: August 2017

Balancing Strategic Advising and Business Plan Writing
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Balancing Strategic Advising and Business Plan Writing

I am often asked during LivePlan training sessions: “When should I do a full business plan for my client, and how do I charge for it?” It’s a great question because it gets to the heart of advisory services. Advisory services, done right, do not involve writing a traditional business plan.