A business plan is a roadmap of where you want to steer your business. It can help you gain more clients, increase referrals and grow your revenue. Yet most advisors don’t have a formal document.
That’s why Sun Life Consulting is launching its revamped Advisor Business Planning program. This program simplifies the business planning process. And it’s backed by research and insights from top advisors.
Access resources to navigate your business
Create an impactful, written business plan with:
- A one-page template to get you started
- A short, research-based assessment to focus your plan
- A simple workbook with customizable templates to build your plan
- Ongoing support to help you take action
SPP members – rev up your business plan with an exclusive consultation
If you’re part of the Strategic Partner Program, take advantage of your Proven Practices consultation if you haven’t already. It’s a members-only benefit. We’ll walk you through 26 proven practices of top advisors and give you tools and resources to help you adopt them.
Reach out to your Sun Life Regional Sales Director to book a consultation.
Want to learn how you can simplify business planning?
Don’t miss the Sun Life CE Series on December 3. It will show how easy it is to develop a unique, evolving plan for your business. Bonus! It’s free and you’ll earn a CE credit for attending.
Questions? Reach out to your Sun Life relationship manager.
