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What Makes a Great Annual Plan
Lightning Round: Best Practices for Creating a Simple Annual Plan
Question: Joan from Madison asks, “I have my own insurance agency, each year I make an annual plan and each year by April I feel like I need to start over. What should be in the plan and what should not be in it? I suffer from setting goals that are simply not attainable.”
Book: The Perfect Plan by Don Barden
This episode sponsored by Calendly.
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By Sales Logic Podcast
4.7
5959 ratings
Lightning Round: Best Practices for Creating a Simple Annual Plan
Question: Joan from Madison asks, “I have my own insurance agency, each year I make an annual plan and each year by April I feel like I need to start over. What should be in the plan and what should not be in it? I suffer from setting goals that are simply not attainable.”
Book: The Perfect Plan by Don Barden
This episode sponsored by Calendly.
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