Ever wondered how you could set yourself up for success in the New Year?

Well our host Marjorie Adam, owner of Marjorie Adam Team and our guest  Haley Garcia, founder of Haley Garcia Group unravel the secrets of goal planning and reflection, an essential step towards making your dreams a reality. They kick things off by discussing how to establish a theme for the year, celebrating their victories, and the importance of identifying energy leeches which may be holding them back. They also shed light on the importance of consistency when forming new habits and discuss how personal goals are just as important as their professional ones.

Moving on they dive headfirst into the world of SWOT analysis – a critical tool when planning your goals. It's crucial to approach this process with honesty and transparency, especially when addressing potential weaknesses and threats within your teams. They offer strategies for personal and team growth and explore how they turn threats into opportunities. You'll hear them discuss the 'seven boxes of life exercise' and why having specific, attainable goals with a solid plan in place to achieve them is critical.

Lastly, they roll up their sleeves and discuss one of the most important aspects of planning – financial reviews and lead tracking. From personal budgets and subscription services to the importance of an end-of-year lead tracker, they cover it all. They argue that understanding where your leads are coming from and how much each source is costing you is key to success. And of course, you can't forget about the significance of tracking vital information and analyzing year-over-year data to identify trends. So, strap in and prepare to ring in the New Year armed with the knowledge and strategies to make it your best year yet!