UncommonCents Episode 89: Annual Planning

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UncommonCents

Dean Holmes & Craig Kouimanis

96 episodes

5 days ago

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

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UncommonCents Episode 89: Annual Planning - Debrief, Lesson, Actions

UncommonCents

34 minutes 47 seconds

2 months ago

UncommonCents Episode 89: Annual Planning - Debrief, Lesson, Actions

Dean Holmes with guest co-host Paul Barrett reflect on the evolution of the UncommonCent event and dive into The Wealth Network’s Annual Planning Day.

They explore goal setting, accountability systems, and the power of structured reflection. Plus, Lisa Greensill and Cam Fink share tips on building a strong, authentic online presence.