4LATEST EDITION The One Page Business Plan - Financial Services Edition, is specifically tailored to professionals in insurance, investment and related industries. Sample plans, downloadable tools, and templates make it easy to create your plan. Assessments in the beginning of the book, help you easily learn what's working in your business and what's not Use the One Page Plan process to turn a four inch stack of research and surveys into a five-year strategic plan, and one-year plans for every department and committee. The One Page Business Plan is a must for all financial advisors and field leaders This process helps an advisor or manager clearly describe the practice they want to build and define the critical few objectives that need to get done and most importantly why they are doing what they do. If you want to go farther, faster... this is the tool to use