INTRO ZOOM

2019 Biz Plan Benchmarks

Dec 06, 2019

Hi, welcome back to The Magellan Network Show. It's the last month of the year and not only are we about to exit 2019 but also the decade. The year 2020 is a brand new decade! 

 

If you're thinking of what to do right now, you need to look back at 2019 and be honest with yourselves. Here are some guided questions as you look back at the current year.

 

What have you done well?

What do you need to do better?

What's your story for 2019?

Where should you focus in 2020?

 

What I recommend to my clients is to do a review and benchmarking process before you step into business planning. In my 26 years working with advisors, I found that there are certain things that are immutable in terms of success. 

 

Today I want to share with you some of the key ones and walk you through why this is important. Watch this video to learn more about benchmarking to your success.

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