Jan 3, 2023
Lightning Round: Best Practices for Creating a Simple Annual Plan
Question: Joan from Madison asks, “I have my own insurance agency, each year I make an annual plan and each year by April I feel like I need to start over. What should be in the plan and what should not be in it? I suffer from setting goals that are simply not attainable.”
Book: The Perfect Plan by Don Barden
This episode sponsored by Calendly.