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E87 – Mid-Year Course Correction

In this episode of "From Busy to Rich," host Andy and Wes discuss the critical practice of mid-year course correction for advisors. They highlight the value of quarterly planning and taking time away from the usual environment to reflect and set actionable goals for the next 60 days. The conversation centers on the connection between intentional planning, profitability, and quality of life, offering practical strategies for advisors to assess and enhance their current situation for excellence in both professional and personal realms.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

  • Importance of mid-year course correction
  • Practical strategies for evaluating and improving current situation
  • Significance of quarterly planning for profitability and quality of life
  • Emphasis on intentional planning and focused effort
  • Value of getting out of one's normal environment for reflection and planning
  • Practical strategies for setting goals and driving positive change

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.