Articulate your firm’s vision

Create a shared vision for your team


Firms who seek growth have a target, a vision, a BHAG, or a mantra used as a north star for their investment and effort. This can be as formal as a strategic plan or informal as a vision statement. Regardless, it is essential to start with who we are, who we want to be, and define success. Doing this work coalesces your team, their varied interests, and opinions resulting in a shared vision to point to for success and affirmation.

Check out a recent collaboration regarding strategic planning and visioning with Project Mark and Zweig Group.


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