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Content provided by R. Brandon Long and Through The Pines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by R. Brandon Long and Through The Pines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Ep. 73 - How to Create a Winning Business Plan

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Manage episode 474825185 series 3561660
Content provided by R. Brandon Long and Through The Pines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by R. Brandon Long and Through The Pines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode of Through The Pines, we’ll discuss how to build a winning business plan, including…

    • What is an annual Business Plan?
    • Why do you need an annual Business Plan?
    • What benefits do you see from a Business Plan?
    • How do you write a business plan?
      • Mission / Vision Statement
      • Past Goals / Year in Review
      • Current State of Business
      • Future Goals
      • Activities Needed to Achieve those goals

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while puffing on his Beehive branded cigar, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: [email protected]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2

_________________________________________________________

This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

WATCH & SUBSCRIBE to us on YouTube @throughthepines

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

****

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2025

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 474825185 series 3561660
Content provided by R. Brandon Long and Through The Pines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by R. Brandon Long and Through The Pines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode of Through The Pines, we’ll discuss how to build a winning business plan, including…

    • What is an annual Business Plan?
    • Why do you need an annual Business Plan?
    • What benefits do you see from a Business Plan?
    • How do you write a business plan?
      • Mission / Vision Statement
      • Past Goals / Year in Review
      • Current State of Business
      • Future Goals
      • Activities Needed to Achieve those goals

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while puffing on his Beehive branded cigar, this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: [email protected]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2

_________________________________________________________

This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

WATCH & SUBSCRIBE to us on YouTube @throughthepines

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

****

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2025

  continue reading

74 episodes

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