Follow Up Friday – F*ing WORK!
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:
What Works Wednesday – Improving Your Presentations Through Comedy With Guest Cory Michaelis
Worlds to Conquer – Executive Assistants And Email Delegation
Recommended Podcast
Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?
Keep calm (stick to the process) and schedule on.
See More
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
See More
Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See More