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What a year 2023 was! I’ve decided to call it “the year of overcoming obstacles.”

There is an old proverb that says “may you live in interesting times.” Times are sure interesting right now and for us, that can be a good thing!

In this end of the year wrap up, I’m taking a look back at the challenges we had to face in 2023, how challenging times can be a GOOD thing for advisors and I’ll share the three things you need to do in the new year to succeed.

What do you want to accomplish in the new year? How are you going to take the lessons you learned in 2023 and use them to fuel your 2024? I’d love to hear your stories and chat over a virtual coffee!

Schedule a virtual coffee with me with the form on this page.

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!