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
Navigating estate planning with your clients.
See MoreHelping clients understand their purpose in retirement.
See MoreSupporting clients beyond financial aspects.
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