Advisors, are you ready to wrap up 2023 with an insightful year-end review and kick off 2024 with a SMART action plan?

In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan shares ideas and suggestions for a productive year-end evaluation of your business.

Rebecca discusses:

• The first step for a comprehensive year-end review
  
• The importance of SMART goals (with examples for retirement plan advisors)
  
• Actionable ideas to improve accountability and avoid running off-track
  
• Why you should incorporate client feedback in your evaluation process
  
• And more
  

Resources:

• Retirement Plan Marketing Membership
  

Connect With Rebecca Hourihan: 

• rebecca@401k-marketing.com 
  
• (619) 230 – 5464
  
• 401(k) Marketing 
  
• LinkedIn: Rebecca Hourihan
  
• LinkedIn: 401(k) Marketing
  
• Schedule a meeting with 401(k) Marketing