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

Follow Up Friday – When Value Adds Go Wrong

Learning from Matt and Micah’s mistakes to create incredible value adds.

See More

Worlds to Conquer – Training Your Team

Helping your team member learn from the start.

See More

What Works Wednesday – Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Contact Us