“I go back now every quarter and relook at that vision… I skipped this step… that’s what was creating me to produce the same result quarter after quarter.”
Melisa Liberman · Grow Your Independent Consulting Business · Inside My Q4 Plan: How I Grow My Business 90 Days at a Time | Ep. 290
Play from 7:41
7:41
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What was described
Re-introduce a quarterly visioning step using a blank sheet of paper in her Quarterly Business Planner
Said nearby on the same subject
“I still use a paper planner… take big goals, funnel them down into three quarterly priorities, three weekly priorities, and then this specific work that actually gets blocked onto my calendar”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“We call it our mission and vision dashboard ... what is the goal of the company overall? What are your quarterly goals? What is your one, three, and five-year goals?”