Do you realize that you’re already delegating the majority of items in your life? Have you paid attention to how you’re talking to your clients by replacing the word ‘marshmallow’ anytime you use industry jargon, and do you create so much value that your clients are excited to talk about you to their friends? Listen in as Amber recaps this week’s highlights and action items.

Recommended Podcast

A Trust Will Solve All My Problems… [Episode 294]

Navigating estate planning with your clients.

See More

Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

See More

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Supporting clients beyond financial aspects.

See More

Contact Us