As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn’t. In short, they’re sharing how to evaluate properly by making sure you measure the right stuff.
Listen in as the guys discuss the value of understanding how clients and income are flowing in, as well as how and why they are flowing out. You’ll learn ways to measure your successes and failures throughout the year so that you can make the best decisions and changes in the next.
It’s the lessons you need to learn in order to get better. - @ThePerfectRIA Click To Tweet
Create a system that will help you discover things and put your assumptions aside. - @ThePerfectRIA Click To Tweet
You have to be brutally honest with yourself. - @ThePerfectRIA Click To Tweet
Being intentional with your time and staying on track instead of playing office.
See MoreWhat is stopping most people from achieving a level of greatness?
See MoreWhere do you fall on delivering tax value to your clients?
See More