Ep. 73 - How To Create A Winning Business Plan Through The Pines podcast

Ep. 73 - How to Create a Winning Business Plan

2M ago 46:07

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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

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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.

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

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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

76 episodes