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

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms

Using delegation to help grow your client base.

See More

Hiring an Executive Assistant With Karen Stewart [Episode 334]

If a mistake is made, own it.

See More

Encore Episode: Measure What Really Matters?

See More

Contact Us