Artwork
iconShare
 
Manage episode 520101574 series 3406818
Content provided by Amanda Yaniz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda Yaniz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Episode 39 takes a practical look at business planning for independent agents. Amanda, Kelsey, and returning guest Christine Lee walk through how to evaluate your past year, choose the right planning framework, and turn vague ambitions into SMART goals you can actually measure. They explore how tools like SWOT and SOAR help identify opportunities, why carrier alignment should shape your 2026 plan, and how accountability improves follow-through. The conversation also covers staying adaptable as technology, AI, and market conditions evolve, plus how to build systems that keep your goals on track all year long.

  continue reading

39 episodes