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Season's greetings and Happy End of 2024! Today, we'll walk through a checklist to help you wrap up the year effectively and ensure you're ready for 2025.
Many advisors are overwhelmed in December, scrambling to complete CE credits, RMDs, and last-minute tax planning while juggling holiday obligations. Downtime is critical, not just for recharging but also for entering the new year with clarity and focus.
In this episode, I discussed the following:
- (04:16) How advisors should close out 2024
- (06:25) An immutable law of success in this game
- (09:32) The art and science of winning ugly
- (10:29) Why every advisor must be involved with a coach
- (10:59) How to get ready for a great 2025