Month: November 2023

SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

SMART Strategies for a Year-End Review and 2024 Kickoff (Ep. 35)

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: