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We’re recapping Micah’s true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but should never become the rule. Next, we’ll share the discussion between Matt and Nic Yoemans as they looked into the differences between mediocre and successful advisors, the significance of mindset and intentionality, and why you need to challenge the status quo and seek coaching to break through barriers. Lastly, we’ll share about focusing on owning your identity and not apologizing for who you are and the importance of committing to your destination and surrounding yourself with those who support your growth.

Listen to this week’s podcasts:

A Disturbance In The Force… [Episode 224]

Raising Your Gaze and Being Coachable with Guest Nic Yeomans

Own It Already!

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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