We all preach about the importance of a good plan when we’re talking to customers, but do we practice what we preach?  An intentional, written business plan is essential to growing and maintaining a successful insurance and financial services practice.  But how do you get started?  YAT is here to help! 

Please make a plan (see what we did there?!) to join us in December when Ryan McQuillan from Prudential will lead our group through a 2022 Business Planning exercise.   Whether you’re new to the business and have never created a business action plan, or you’re coming off your best year yet and just looking for ways to keep the momentum going, our December Roundtable event will get you on track! 

This is a free event and there will be coffee and light breakfast items available.

WHEN: Friday, December 17th at 9 AM
WHERE: Prudential Office (First Westroads Bank Building) 15750 W Dodge Rd., Omaha, NE 68118
COST: Free!
REGISTER: Register online or you can email Luke Meier at [email protected] and we’ll make sure you’re resistered.