What Makes a Great Annual Plan

Meridith Elliott Powell & Mark Hunter

Meridith Elliott Powell & Mark Hunter

Sales Logic Podcast

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

 

Lightning Round: Best Practices for Creating a Simple Annual Plan