Follow Up Friday – Moving The Needle
Everyone gets distracted sometimes, but are you noticing when you’re playing office versus doing the work that will help propel you further? Do you realize that on some level, you’re likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you’re doing the work and not seeing the results, or maybe you just haven’t realized yet that your actions contradict your goals? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Moving The Needle [Episode 196]
What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA
Worlds to Conquer – Stop Being A Slacker
The Perfect RIA Nation Power Session – March 29, 2023 – Save Your Spot Today!
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Throwback: Asking Questions That Matter For Estate Planning
How to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
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Mastering Communication, Delegation Secrets, and Personal Growth
Mastering communication skills to impact your client and prospect meetings.
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