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Hello and welcome to The Magellan Network Show. As we ring in the new year, I’d like to have a massive kickoff this entire month of January on how to get off to a great start this 2023.
In today’s episode, we're going to cover two facets:
- What do you need to do to close the books on 2022?
- What is the one key element that you absolutely need to really rockstar your 2023 efforts?
I also discussed the following:
03:08 Why advisors must be 100% future-focused
05:36 Why we need to memorialize what worked well for us in 2022
06:08 The importance of understanding your KPIs
07:50 What are behavioral benchmarks?
11:09 Why advisors must avoid going into the “more, better mode”
11:22 The value of having a written business plan
Related: The Big Lie In Advisor Marketing