At one end of the spectrum are financial calculators. Some experts have referred to them as “financial malpractice” because not enough meaningful data is collected to provide guidance.
At the other end of the spectrum are comprehensive financial plans that often are not completed and are expensive to deliver. Learn how at Back to Basics Financial we conquer “the great divide”.
Are your strategic plans and tactical offerings in synch? Many strategic plans go sideways when it comes to implementation.The difference between the 100,000 foot view, the 30,000 foot view and being “on the ground” can be enormous.
We help financial firms implement their strategic plans with tools that work at ground level.