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

How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan

Don’t wait till you’re 102

See More

Navigating Investment Risks with Confidence [Episode 350]

I’m a constant student of this

See More

The Importance of Lifetime Income in Retirement Planning With William Wade

What happens if I die tomorrow

See More

Contact Us