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Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions.
Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process.
How consistent are you with your practice and guiding the next generation towards leadership and positive influence?
Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

STOP Delivering Value! [Episode 220]

Sunlight Is The Best Disinfectant – Compliance Talk with Guest Chris Stanley

You May Be The Problem

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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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