Back by popular demand! Part 2 of Ross’ conversation with Coach Joe Lukacs. Why is 2021 planning more important than planning for any other year? Why don’t most advisors have an annual written strategic plan, and how does Coach Joe suggest advisors get past that? What makes advisors who do write a strategic plan tend to abandon their plan by Q2? How do advisors structure a 5-year plan in an environment of disruption and change? What separates advisors who achieve their goals from advisors who do not? What is even more important than metrics for advisors when it comes to meeting a goal? What is an optimal morning routine for an advisor to set up every day for success? Having a written strategic plan is the secret to next level success!

Hear about Joe’s upcoming 4-day virtual strategic planning program (and as a special bonus, Advisor2X OUTCOMES podcast listeners receive a substantial discount!)

Resources:

• MULTI-DAY VIRTUAL & INTERACTIVE STRATEGIC PLANNING PROCESS: Register Here
• Code for your tribe. It reduces the fee from $895 to $495: "A2X"