The Magellan Network Podcast

Podcast #1121 How to Execute Your Mid-Year Review & Break


Listen Later

It’s hard to believe that we are almost at the halfway point to 2016. Each year the pace seems to pick-up and the months just fly. In the episode, I want to break down for you the process of setting-up your mid-year review along with what you want to benchmark and how to review and tweak your 2016 business plan.
I am also getting ready to start my own mid-year strategic window and my next podcast will be after the 4th of July holiday. In this podcast I will cover the following:
- Why you want to also schedule “half-time” each year.
- Best practices in setting-up your mid-year review.
- What area’s you want to benchmark and review
- How to review and tweak your business plan.
I am also looking for 10 advisors who are looking to double their business in the next 3-5 years. I have a one-of-a-kind 100% contingent coaching/partnering offer. Please email me at [email protected] for more info and details.
...more
View all episodesView all episodes
Download on the App Store

The Magellan Network PodcastBy Joseph Lukacs

  • 5
  • 5
  • 5
  • 5
  • 5

5

28 ratings


More shows like The Magellan Network Podcast

View all
The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,129 Listeners

WSJ Minute Briefing by The Wall Street Journal

WSJ Minute Briefing

682 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,028 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,040 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

473 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,111 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,303 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

242 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

A Bit of Optimism by Simon Sinek

A Bit of Optimism

2,176 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,137 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,469 Listeners

Investing Experts by Seeking Alpha

Investing Experts

67 Listeners