Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you’re delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it’s helping others? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Trying To 10X? Just Do The Work! [Episode 212]

Leveraging Technology With Guest Ben Goss

Charity Is Toxic?

Recommended Podcast

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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The Power of Relationships in Wealth Management with Scott Danner [Episode 320]

Money is a tool to be used.

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