Join Michael Kitces and expert guests Arlene Moss, Cody Garrett, and Melissa Joy as they share best practices for doing strategic planning and how to figure out what your business focus should be in 2023.
In this webinar, advisors will learn:
- Methodologies for creating and reviewing a meaningful strategic plan, whether you’re a solo or an enterprise
- How to set goals that tie into the plan and can be measured at the year’s end
- The keys for successful strategic planning when time is scarce during the holiday season
Presenters:
Michael Kitces with
Cody Garrett, CFP
Owner & Financial Planner at Measure Twice Financial
Arlene Moss
Executive Business Coach - XY Planning Network
Melissa Joy, CFP®, CDFA®
Founder, Pearl Planning
