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
The Art of Selling- Mastering Communication for Sales Success for People in Finance
Setting the tone for your team.
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From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The power of intentionality in an advisor’s day.
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Unique Abilities and Unbreakable Rules for Advisor Success
Crafting your unique value and leadership essentials.
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