Have you gone through the practice analyzer to take a deep dive into your practice to see where you’re spending your time and energy? Have you thought about how simplifying terms and making finances fun can empower a younger generation? What steps are you taking to make sure your team is constantly growing? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

See More

Entitlement vs. Intention

New year, new opportunities.

See More

What You Are Entitled To In 2025 [Episode 290]

The new year means new opportunities for advisors.

See More

Contact Us