Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan?
In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new year and breaks down reasons why some advisor’s plans might not work.
In this episode, you will learn:
- Why creating a plan is an advisor’s ultimate responsibility
- Coach Joe’s advice on how to start a plan
- Why advisors should always invest in themselves
- Coach Joe’s take on the “silver bullet game” and how it determines an advisor’s growth
- And more!
Advisors, tune in now for crucial points to consider with your 2021 planning!
Resources: InsurMark | 2021 Magellan Strategic Planning Conference (Fabiz Plan) | Coach Joe Lukacs
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