Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business


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I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business. 

 

If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead.



In this episode, I chat about:

  • Why We Pause Onboarding During the Holidays
  • he Importance of Early Planning
  • 2025 Strategy Process
  • Reflecting on Business Performance
  • Setting Business KPIs for the New Year



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    Website: https://simplifiedmarketingservices.com/

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    Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!



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    Simplified Marketing | Simplified Marketing Strategies for Financial ProfessionalsBy Bianca Smith