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
Beyond the Numbers: The Human Side of Retiring
Helping clients understand their purpose in retirement.
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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
Supporting clients beyond financial aspects.
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Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
The importance of tracking numbers in prospecting.
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