How Advisors Can Get Off to a Great Start in 2023


Hello and welcome to The Magellan Network Show. As we ring in the new year, I’d like to have a massive kickoff this entire month of January on how to get off to a great start this 2023.

In today’s episode, we're going to cover two facets:

  1. What do you need to do to close the books on 2022?
  2. What is the one key element that you absolutely need to really rockstar your 2023 efforts?

I also discussed the following:

03:08 Why advisors must be 100% future-focused
05:36 Why we need to memorialize what worked well for us in 2022
06:08 The importance of understanding your KPIs
07:50 What are behavioral benchmarks?
11:09 Why advisors must avoid going into the “more, better mode”
11:22 The value of having a written business plan

Related: The Big Lie In Advisor Marketing