As your business winds down for the year, you might find yourself thinking
about how well you did and what the new year will bring. Often advisors
use the slowdown in November and December to settle accounts, reflect
on their business, and enjoy time with the family. There's nothing wrong
with this, but at least some of that time could be better spent. If you use
this downtime to properly evaluate the current year's business and build
a marketing plan for the next, you will be much more primed for success.
The unfortunate truth is that many advisors don't know how to evaluate
their current year and don't establish an organized marketing plan. In this
guide, we discuss how agents can do both.