2024 Will Be a Separation Year


In this episode, we'll continue our "How to Have a Breakthrough in 2024" series. We aim to ensure you have all the information and strategies for a successful year.

Two weeks ago, we released a recording of a masterclass with about 20 different strategies for 2024. Last week, we discussed practical goal setting, recognizing that many advisors struggle.

Today, I want to focus on what I believe will define 2024, which I will refer to as a "separation year." Undoubtedly, advisors who take specific actions in the coming year will distinguish themselves from their colleagues and competitors.

I also discussed the following:

  • (03:41) Why I believe that 2024 is going to be a year of distraction
  • (04:56) The liquidity event that will happen in the next five years
  • (05:59) Why advisors need to commit to being 100% focused on things they can control
  • (11:16) Negative Thinking vs. Being Prepared
  • (11:53) An essential piece of advice I’m giving all my clients today

Related: How Advisors Need To Set Goals