When you look at your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the day-to-day strategies of your business, and what’s the importance of your time and value? What is important to consider when implementing a transition within your office and communicating that to your clients? Listen in as we recap this week’s highlights and action items.

This week’s episodes:
Was 2022 Your Best Year Ever? [Episode 184]
What Works Wednesday – Leading Advisors With Dustin Corrente
Worlds to Conquer – Family Offices Q&A

Recommended Podcast

Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?

Keep calm (stick to the process) and schedule on.

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Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

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Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

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