How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you’re presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

F*ing WORK! [Episode 200]

What Works Wednesday – Improving Your Presentations Through Comedy With Guest Cory Michaelis

Worlds to Conquer – Executive Assistants And Email Delegation

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Encore Episode: Client Relationships And Connections With Guest David Gow

Building trust with powerful questions.

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The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

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Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

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