Business Planning, Effective Communication, and The Human Element
On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Location, Location, Location [Episode 227]
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
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Encore Episode: How Surge Works For New Relationships And 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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Encore Episode: The Right Size Financial Plan
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
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