• The Advisor Solutions Podcast EP 130- How to Finish the Year out Strong

  • 2024/12/10
  • 再生時間： 33 分
  • ポッドキャスト

The Advisor Solutions Podcast EP 130- How to Finish the Year out Strong

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  • Do you feel a little lost in your business during the holiday season? We all know that the time between Thanksgiving and New Year's is often a blur. Then it’s January, and you have to play catch up, as most likely, the past six weeks haven’t proven productive.

    Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to finish a year out strong. They have never thought about this time of the year as an opportunity to learn from the past, take action in the present and prepare for the future. Why not have a strategic plan to make the most of the holiday season and go into the new year knowing you did everything you could?

    This episode shares practical strategies successful advisors and agents have used to have an effective business during the holiday season. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.
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あらすじ・解説

Do you feel a little lost in your business during the holiday season? We all know that the time between Thanksgiving and New Year's is often a blur. Then it’s January, and you have to play catch up, as most likely, the past six weeks haven’t proven productive.

Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to finish a year out strong. They have never thought about this time of the year as an opportunity to learn from the past, take action in the present and prepare for the future. Why not have a strategic plan to make the most of the holiday season and go into the new year knowing you did everything you could?

This episode shares practical strategies successful advisors and agents have used to have an effective business during the holiday season. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.
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