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?

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A Trust Will Solve All My Problems… [Episode 294]

Navigating estate planning with your clients.

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Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Supporting clients beyond financial aspects.

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