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Ridiculously Amazing Agent Podcast 10: Ending 2018 Strong and Looking at 2019

On this October edition of the podcast, Kelly and Dave focus on ending the year strong and proactively planning for 2019. First of all, you should reflect on what your plan was for 2018 and determine what you need to do in the last quarter to make sure you hit as many of your goals as you can; don’t discount this last quarter and assume it is too late to be productive. Take the time to knock things off of your to-do list by committing to deadlines for specific tasks, and take advantage of year-end deals that your vendors may be offering in the process.

Also during this time of the year, you should be planning for 2019, from your budget to content calendars to cleaning up your database, to assessing any adjustments that you want to make to your process. It is easy to get caught up in the daily grind and neglect proactively thinking ahead, but when January 1 rolls around, you want to jump right in, rather than beginning your planning at that point. October is when you can place your special projects on the 2019 calendar and commit to getting them done, instead of waiting until the last minute and potentially just scrapping the whole idea because you run out of time.

In short, don’t give up on 2018 just because you can see the end in sight and ask for expert help if you need it. Agency Performance Partners can help you with training, branding, and workplace culture, and now is the best time to sign on with the best pricing and discount.



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Kelly Donahue Piro

Kelly Donahue-Piro is a game changer in the insurance industry. As the Founder and President of Agency Performance Partners and Co-Founder of the sister marketing company, Agency Appeal, she’s an in-demand speaker at regional and national insurance conferences and a social media and digital marketing trailblazer. READ MORE

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