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Podcast: The Advisor Solutions Podcast
Episode: The Advisor Solutions Podcast EP 133- Creating Your Quarterly Action Plan
Description: Do you ever have the best of intentions and yet feel a little lost with your business soon after the New Year? What I mean is that the time between New Year’s and the end of the first quarter is often a blur, and as a result, you may not feel like you are on your way to accomplishing the goals you set just weeks ago. Does this sound like you? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to c...