Plan for success with a FREE 2024 roadmap
Plan for success with a FREE 2024 roadmap
23 FEB 2024
We often get caught up in the daily grind of financial advising and don’t find time to think about how we could be better advisers or FAP business owners.
Change is always happening, especially with technology, products, and regulations, which can be exhausting and distracting. Staying laser-focused on your main goals will determine whether 2024 will bring success and opportunities or challenges and stagnation.
We’ve created two roadmaps to simplify this process – one for businesses and one for financial advisers – and we’re thrilled to offer them to you for free. Each roadmap contains a checklist of what you need to do, along with some helpful Strategi resources to guide you along the way.
Adviser success roadmap for 2024
Let our team know if you have any questions about the roadmaps – we’re here to help.