3. Cash Reserves. Cash is king! It’s paramount that all business owners plan in advance for downward cycles and unforeseen events by protecting their cash flow and liquid assets.

As the president of a marketing firm for financial advisors, I've found there are a few elements a custom marketing plan should have in order to actually drive growth. Keep it simple.

SALT LAKE CITY--(BUSINESS WIRE)--Elements, a mobile-first, client-centric, financial monitoring platform, today announced it has launched a fresh approach to the one-page financial plan (OPP) that ...