The AEP prep episode you’ll wish you listened to sooner... AEP success starts now. This mid-year reset episode helps you get clear on what’s working, what’s not, and how to prep smarter, not harder.

From system fixes to client strategy, it’s your blueprint for a calmer, more profitable busy season!

In This Episode, We Cover:

• Reviewing your Q1 and Q2 goals — what worked and what didn’t

• Checking key client metrics like retention and follow-up

• Identifying what you’ve been avoiding before it becomes a problem

• Noticing what tasks feel energizing vs. draining

• Cleaning up your CRM and tagging priority leads

• Prepping your Scope of Appointment systems and reviewing plan updates

• Scheduling your marketing content and locking in lead sources

• Blocking off time for rest, meals, and self-care during AEP

• Reviewing your income, expenses, and campaign ROI

• Simplifying your systems and delegating what you can

• Making sure your messaging attracts the right clients

• Cutting out busywork and doubling down on what drives results