As we wrap up the end of 2022 and look forward to 2023, what do you hope to accomplish? Growth? Profitability? Building a great team?
In this episode, Rebecca Hourihan breaks down three goals that many retirement plan advisors share and then she provides helpful tips and strategies to bring each one to fruition.
Rebecca discusses:
- The marketing funnel and the ways you can make the most of each stage
- How to manage your time to achieve your short and long-term goals
- Activities you can implement to achieve success for your business
Related: Are Your 401(K) Clients at Risk? 5 Client Retention Strategies