“We're not talking about the forecasting meeting. We're talking about an annual planning meeting where we hit the brakes and see what last year looked like. Then we evaluate what the current year-to-date looks like and realign on big-picture goals as needed”– Adam Hale
The finer details of this episode:
- Starting a conversation with clients about annual planning and the benefit of using it as a benchmark for the next calendar year
- Setting a cadence and schedule for customizing a strategize plan for the client
- What the annual planning process is and tools that can be implemented to create it
- The importance of aligning your client's financial goals and their business goals
Episode resources:
