Don’t ‘Set It and Forget It’: Four Steps to Auditing Your Processes

Few firms plan to be less efficient, but complacency or inertia can have the same result

Journal of Financial Planning: April 2023

Sarah M. Cain is a business coach who helps purpose-driven entrepreneurs bring their vision to life. She is currently vice president of coaching and consulting at Carson Group. Carson Coaching is the official coaching partner of the Financial Planning Association.

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