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: Leveraging Technology With Guest Ben Goss

How technology can increase your productivity and the value you deliver to clients.

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Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

It’s a fear more than an actuality

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Encore Episode: So Is This What You Do In YOUR Practice?

Learning from conferences, asking the right questions

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