Financial Vision Style 828

Since the success of ITAM is dependent upon strict governance to policies and procedures, communicating the importance of the initiative and how it ties to supporting the overall corporate mission is critical for the Business Units (BUs) and BU ownership to understand. This understanding decreases the number of ITAM rogue events (i.e. 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. Show your customers how their finances are secure with a mission statement that tailors your services to their needs. This is mainly a quantitative benchmark based on figures from the past. This is a very thorough implementation of a Financial Mission Statement and one that will be beneficial for all who employ it. We asked Project Manager Coach Susanne Madsen how to create a powerful and sustainable mission and vision statement to take us into the New Year.

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