Are you connected with others who have the same mindset as you that can help you understand what’s really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Financial Undressing Matters [Episode 208]

Team Building For Financial Advisors With Guest Christine Timms

Taking Criticism

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Valuations in a Changing Market With Scott DiGiammarino

Remain calm, stay the course.

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Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

Surge just works, right?

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Encore Episode: How Surge Works For New Relationships And Clients.

How to manage expectations and communicate the value of surge to new clients.

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