Nov 1, 2022
It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an entire year isn’t the best approach.
When you set goals for a year, it’s very easy to forget about them over the course of 12 months. But if you can break that down into three-month periods, it becomes much easier to track and you’ll find it will stay top-of-mind.
Today we’ll share our approach to planning that we’ve found helps ensure we always hit our profit goal. We’ve been big believers for some time that established advisors should be setting profit goals instead of revenue goals because profitability is what we’re aiming for. So to help you hit those goals in 2023, we’ll give you five action steps for the new year.
Here’s some of what we’ll discuss on this episode:
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