Review Detail

Good strategic planning overview and refresher. Would like to see some work on developing/increasing clients' planning propensity. Our initial data gathering form ask clients to (obviously subjectively) quantify there planning propensity on a 1-10 scale with 10 being highest. Most don't even respond. We do get a few 7's. I think most don't know what planning is. They get confused by adjective modifiers that get placed in front of it, like "strategic", "life", "financial", "business"