SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)
November 16, 202319m 33s
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Show Notes
Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan?
In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas and suggestions for a productive year-end evaluation of your business.
Rebecca discusses:
- The first step for a comprehensive year-end review
- The importance of SMART goals (with examples for retirement plan advisors)
- Actionable ideas to improve accountability and avoid running off-track
- Why you should incorporate client feedback in your evaluation process
- And more
Resources:
Connect With Rebecca Hourihan: