From SWOT to SOAR: Building a Business Plan You’ll Stick With | Ep 39

Business planning is top of mind as agents look ahead to 2026. In this episode, Amanda and Kelsey are joined once again by Christine Lee to break down what effective planning really requires. They explore how to evaluate last year's performance, use frameworks like SWOT and SOAR, and turn broad ambitions into SMART goals with clear timelines. The conversation also covers aligning with carrier appetites, understanding shifting market conditions, and building accountability into your plan so goals don't get lost once the year gets busy. Agents will walk away with practical steps to create a plan they can follow, measure, and adjust as the industry continues to evolve.