Starting a business? Planning to fly solo? Big wins require smart goals. A business plan is the blueprint for success as an entrepreneur. But how do you write the perfect plan?
Whether you're looking to level up at work - or in any aspect of life - the principles of a business plan can be applied to anything to help you lead a more fulfilling, financially independent life.
In this episode of The Switch from St. James’s Place Financial Adviser Academy, host Gee Foottit speaks to Carla Brown, an SJP Partner, CEO of Oakmere Wealth and President and Chair of the Personal Finance Society.
Together they explore:
- How to make your business plan smart - and avoid vague aspirations
- How to set ‘big, hairy, audacious goals’ that stretch you
- The power of regular check-ins, milestone tracking and visual planning tools
- How business planning can help in fitness, finances and family accountability
- Carla’s personal journey of adapting plans and overcoming setbacks
Watch the episode here
Our guest speaker: Carla Brown
Chartered Financial Planner, CEO of Oakmere Wealth Management
Carla Brown FPFS is a Chartered Financial Planner, CEO of Oakmere Wealth Management, and the current President and Chair of the Personal Finance Society. With over 28 years of experience in financial planning, she has built an award-winning practice focused on helping clients live their best lives through clarity and confidence. Carla is passionate about shifting the profession from products to people, inspiring advisers worldwide to embrace the transformative power of financial planning.