Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you’re doing isn’t working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week’s episodes.

Listen to this week’s episodes:

The Goal Of The Perfect RIA [Episode 188]

What Works Wednesday – Deal Structures and Trends In The M&A Market

Worlds to Conquer – Getting Uncomfortable With Your Goals

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Understanding Annuities and the Characteristics of Successful Leaders

Training in the annuity space and discipline for success.

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The Difference Between Wishing and Goal-Setting

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The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

Understanding annuities and strategies to help your clients.

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