22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business

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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