Andy NearyI help insurance professionals turn brand awareness into business growth.

Success Tip | Plan Your Year in Quarters.

1 Apr 2024 · 1 min

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0:35

Short video by Andy Neary advising sales producers to plan year-to-year by dividing the year into 90-day quarters. He argues that setting lofty annual sales goals without a concrete quarterly plan leads to missed targets and stress, and recommends planning quarter-by-quarter instead of multi-year plans.

Chapters

Why is it important to plan an effective quarter? Because you have got to go into April 1st knowing exactly what the game plan is for the next 90 days. I see too many producers who set lofty sales goals at the beginning of the year, but they don't have any kind of plan to achieve those goals. And before you know it, they get to May, they get to June, they're looking up at that lofty goal and they're nowhere close to it, and they start stressing out. You see, one of the best things you can do is to think about your years in quarters. I see too many people trying to plan the entire year, or sometimes multiple years. Personally, I think it's best to go it quarter by quarter.