Are you ready for 2024? With the new year approaching, it’s time to recharge your batteries, pat yourself on the back for things that have gone well and identify opportunities for improvement.
Here is a checklist that you can use to review your results over the last year.
- Did you achieve your goals for the year?
- How did your sales compare to last year?
- What were your best-selling products or services?
- What were your least successful products or services?
- Did you have the resources you needed to achieve your goals?
- Were there any bottlenecks or inefficiencies that slowed you down?
- Did you spend your time on the right activities?
- Were there any activities that were not productive?
- What did your customers say about your service?
- Where did your business come from?
- What could you have done better?
Nobody gets things 100% right. Minor tweaks and adjustments can make a huge difference, especially if done consistently. If you have spotted any opportunities for improvement or gaps in your resources, why not look at how The Estate Planner’s Toolkit can help you achieve your goals?
The feedback from our customers (will writers, accountants, IFAs just like you!) has repeatedly emphasised the main benefits of saving them time, making sales more efficiently and boosting the professionalism of their business brand.
With 22 factsheets and 5 videos covering wills, trusts, lasting power of attorney, probate and much more, we can help you have the information you need at your fingertips to help your clients understand the benefits of the valuable services you provide and make their decision to say ‘yes’ more quickly.
These factsheets have been a godsend for my estate planning business, as it would have taken an awful lot of time and effort to produce them by myself. My clients have found them extremely useful as they are a cross between marketing and facts. Bristol Wills
Whether it is a single item you need or a package (most popular!), all our factsheets and videos are branded with your logo and contact details to make you look like the expert.
As well as saving the time, effort, and expense of creating your own content – which often gets pushed towards the back of the to-do list – many customers use their toolkit daily and reap the rewards repeatedly on their investment in their business.
Business has increased and paid for the toolkit. It has increased my confidence when talking to clients and after they have received my quotation. Late Life Planning North
If you want to know more about The Estate Planner’s Toolkit, visit our website www.estateplannerstoolkit.co.uk and book your no-obligation demo to get your questions answered and make a flying start to the year ahead.
We hope you have found the business review checklist helpful and wish you every success for 2024.