Financial Vision Style 564

The first step in writing a vision statement is determining who will play a role in crafting it. To accomplish this end, Brandon Shockley, director of research at branding and marketing firm 160over90, recommends developing a vision statement through a series of workshops with key stakeholders who represent a cross-section of your organization. Customers want to know their money and investments are managed well and will lead to future financial security for themselves and for their families. A well-written mission statement earns the trust of current and prospective clients by defining goals that speak to this need. Understanding what you’re working so hard to save towards will only be a motivator. Saving without any specific goals or direction is a lot more difficult, and normally leads to failure. The pasta is boiling, the baby is crying and the table is not set yet”. P/S: The text of your blog post isn’t showing up on my browser (Firefox 3.010). I’m not sure if others are having this problem. I had to view the HTML source to read the post 🙂.

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