Financial Undressing, Team Building, and Taking Criticism
Are you connected with others who have the same mindset as you that can help you understand what’s really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Why Financial Undressing Matters [Episode 208]
Team Building For Financial Advisors With Guest Christine Timms
Recommended Podcast
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
Surge just works, right?
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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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