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 ...

Writing a vision statement isn’t just an exercise in stringing words together - it’s an opportunity to inspire, align, and drive action. The most effective vision statements don’t just state an ideal ...

Over the years, I’ve observed complete bewilderment over two of the fundamental features of a company’s culture: its vision statement versus its mission statement. In browsing explanations from ...