Decoding Value, Compliance Insights, and Leadership Guidance
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
Recommended Podcast
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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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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