What I Learned During This Year’s Business Planning Retreat

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What I Learned During This Year’s Business Planning Retreat

Hello everyone, and welcome to The Magellan Network Show. Here we are in December 2024—it’s hard to believe how quickly the year has flown by! In this episode, I’ll share some key insights from our 23rd annual business planning retreat, now called Magellan Vision 10x.

Most advisors struggle with creating impactful business plans, often relying on basic spreadsheets or one-page documents that fail to deliver real results. I’ll walk you through my framework and beliefs to help take business planning to the next level.

I also discussed the following:
(00:00) Intro
(04:33)The four frames to help you achieve your goals
(09:31) Why knowing who you need to become to achieve your goals is critical
(12:02) Where business planning should never be done
(14:12) Why you shouldn’t go into this game thinking it’s like any other game
(16:19) How to define success

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