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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!

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Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

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Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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