Focus On 3 Things To Make Next Year The Best Production Year Ever
Practice Management & Quick Tips Videos & Strategic Issues & Strategy

Focus On 3 Things To Make Next Year The Best Production Year Ever

November 23, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo


There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful.


It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but that is more often than not disrupting rather than developmental.  When you step back and think about the things that will make the biggest difference to business performance in both the short term and in long term value there are really 3 big questions which create the right focus.  Answer these clearly and you are guaranteed to be addressing the needs of all stakeholders in the business: staff…shareholders….suppliers…clients…


If you can answer these three questions and then execute the plan you can count on making next year the best year your business has ever had.


Watch the video to learn more…


You might also be interested in this related article:
How Big Is The Goldmine Within An Advisers Practice?


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