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Sales Logic - Selling Strategies That Work

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