Dean Holmes and Craig Koumanis discussed quarterly planning review insights for financial advice firms, covering five essential themes:
- Business Pulse Check (a 20-question scorecard measuring Plan, Process, People, and Profit tracked over time)
- Making Process Your Product (document and clearly communicate the consistent 12-month client journey to all clients)
- AI's Role in modern advice (humans lead with AI as assistant; notably, 50% of web traffic is now AI queries requiring bot-optimized FAQ content)
- Goal Setting strategies (less is more, block one dedicated hour weekly, use a goal buddy for ongoing accountability)
- State of Company communication (transparently share results with your team).
