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 ...

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 ...

Here's a deep dive into the nature and purposes of mission and vision statements, and why taking the time to get them right is well worth the effort.

A purpose statement, a vision statement, and values are only powerful if they are intentionally and thoughtfully defined and articulated, which takes time, effort, and, perhaps most importantly, ...