Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Stacking The Odds In Your Favor [Episode 207]
The Value Of Writing A Legacy Letter With Guest Blake Brewer
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The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
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Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
Focus your conversations on value
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Building a Collaborative Financial Firm With Matthew Daugherty
The Dangers of Competing on Price
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