It’s time to wrap it up—this year, that is.  Let’s do some year-end planning!

While you may be deep in the weeds trying to get budgets approved for the upcoming year or tying up loose ends for clients, I’m going to urgently challenge you to take ONE HOUR out for yourself to get laser clear on where you’ve been and where you want to be. Seriously, time yourself—no more than 10 minutes per category.

Grab a pen and notepad for this significant exercise. I’ve created the categories and provided you with some questions to ponder to help you out.

Ready? Set. Go!


Label It

    • 2020 was the year of {insert theme}

Maybe it was your year of missed opportunities. Perhaps it was your year of self-development? No matter where you are in your business journey, take a few moments to attach a label or theme to describe this past year.

Celebrate Your Wins!  

    • What went well?
    • What actions or activities did you take that left you feeling naturally energized?
    • Did you make any major decisions or take some big risks to move your business forward?

Take Stock

    • What would you have changed?
    • Was there a client you chose to work with but wish you hadn’t?
    • Did you learn any new skills or adopt new behaviors?
    • Did you break into new industries?
    • What did you learn about yourself?
    • Was there anything that you tried that completely flopped?
    • Do you wish you would have implemented X?

Leave Behind

Here’s an example of how leaving behind bad habits and self-limiting beliefs has transformed one of my clients:

“I was approached by Julie about an opportunity to be coached. It couldn’t have come at a better time, for I lost my ‘mojo.’ I wasn’t producing the results I did when I thought I was on top of my game. Through personality assessments, calls with the Mastermind Group, and one-on-one coaching, I’m happy to (very happy) to report that in less than 2 months, not only does this veteran in sales have his mojo back, he’s also attracting business partners. Through Julie’s coaching program, business planning, and much more, I feel like I did 15 years ago. If you’re looking to take your business to the next level, I will not blink an eye. Work with Julie and her team.  #LoveMyCoach!!”  David Payonk


Label It

    • 2021 will be the year of {insert theme}
      • Annual goal:
      • Q1 goal:
      • Fundamental change you need to make to achieve the quarterly goal:

What is Next for You?

    • How will you evolve as a professional?
    • What new skills must you acquire or develop to achieve more success?
    • Where do you need to go next? Trust your gut!
    • How will you cope with uncertainty?
    • Is there a way to expand your professional network?

I’m really excited about 2021 and hope you are too!

Whether you’re a business owner or financial professional, the tools you need to get started are within reach. Contact me, or schedule a call, and I’ll be happy to discuss your marketing needs with you.

Good luck!