Tips to Build Financial Action Plans: Use This Model…

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Your wholesaler budget is the financial road map for the new year.

In this post and short video we’ll look at a model you can use to build financial action plans into your budget.

The first step is to assign an ‘owner’ to each line item in your financial plan.

Who is in charge of sales, gross profit, and operating expenses?

Next, identify what will need to be done in the new year to achieve the desired financial outcomes.

Watch the short explainer video:

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