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
Recommended Podcast
Encore Episode: Leveraging Technology With Guest Ben Goss
How technology can increase your productivity and the value you deliver to clients.
See More
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
It’s a fear more than an actuality
See More
Encore Episode: So Is This What You Do In YOUR Practice?
Learning from conferences, asking the right questions
See More