I was privileged enough to review an advanced copy. What a great book! Jim Horan is getting better. This is his fourth book in the series and I believe the best one. It differs from his other books, spending more time on evaluating your present practice through a self-assessment section. It also includes a "sage-advice" section from other financial planners. Both were valued additions. The last book, One Page Business Plan for Non-Profits had 117 pages. This one has 100 pages. At first, I felt it was short sample plans, therefore lacking in content. However, in true "Horan" fashion, he has forced you to write your plan, not copy others. His accompanying CD has several great tools for you to use and of course, The One Business Plan template. The highest compliment I can give though is that this book makes YOU write the plan.Product Description
This edition of the One Page Business Plan Series, The One Page Business Plan - Financial Services Edition, is specifically tailored to professionals in insurance, investment and related industries. Includes tools, templates and examples both in the book and on CD. Easy to complete assessments let you easily learn what's working in your business and what's not!
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