The Advisor Solutions Podcast EP 134- Mastering Your Monthly Action Plan

Do you ever feel like a month flies by too fast? Before you know it, the months string together, and you reach a new quarter, but you really aren’t any further along at growing your business than you were three months 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 consistently compartmentalize their activities to see success month after month. Having a process that allows you to evaluate each month and then hone and tweak from the previous month’s actions or inaction can set you up for an even better month, next month!

This episode shares practical strategies successful advisors and agents have used to assess each month’s successes (or not). These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to accomplish your business goals.