How To Make 2023 The Best Year Ever

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Here are the three ways to get 2023 off to a great start so you can deliver even more massive value than ever before.

The new year is upon us; everyone is determined to make 2023 the best year ever. We welcome January with so much enthusiasm and determination, yet we drop our lofty goals before the month is out.

Willpower alone isn’t enough for the masses to stick to their gym routines or diets. Resolutions to do better fail before they start, and if you’re going to fall back on your old routines by February, you won’t see any lasting change.

What would you do differently if you wanted 2023 to be your year?

I am seeing tax planning becoming more predominant in the planning profession. Heck, even Edward Jones offers tax planning and mails out 1099 letters. To differentiate yourself from those guys, you must up your game and get your practice to the next level.

Here are three easy ways to level up your practice in early 2023.

Stop relying on willpower

One of the central tenets of my philosophy, the Perfect RIA, is that willpower alone is not enough. If it worked, everyone would have six-pack abs and step away from the dessert tables in favor of carrot sticks and broccoli.

New Year's resolutions are hands down the worst part of the new year. Resolutions are willpower dependent and a massive waste of time. If you paid for a gym membership in 2022 but never went, paying for a gym membership in 2023 won’t change anything.