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

Recommended Podcast

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

The M&A space for advisors is changing.

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The Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

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Encore Episode: You Thought It Would Be Easy…

Embrace Rejection and Risk

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