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December 30, 2025 32 mins

Do you know what it takes to create a record setting year? You might be thinking that it’s simple- if I do more, I will get better results. 

The problem with that is, that you’re just working harder.  In order to create a record setting year, you have to know how to work smarter. 

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have processes and systems to create a record-setting year. 

There are fundamental things that you have to do in order to reach the next level, and just working harder won’t get you there. In fact, if you work twice as hard, you will probably get burned out! 

What if you worked twice as smart? What if you had the motivation to apply new processes daily and got better results? In other words, you’re not reinventing the wheel but are applying what other advisors and agents have done that works! What if you tracked your actions and your results for an entire year? Would you have a higher probability of having a recorded setting year? Absolutely!

In this episode, learn what other successful advisors and agents do to uplevel their businesses, year after year!

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