22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business
Description
I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business.
If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead.
In this episode, I chat about:
Why We Pause Onboarding During the Holidays
he Importance of Early Planning
2025 Strategy Process
Reflecting on Business Performance
Setting Business KPIs for the New Year
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Have a question or a topic you’d like us to cover? Drop me a message on LinkedIn or Instagram. Let’s keep the conversation going and build those meaningful connections!
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