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

Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

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Encore episode – Client Segmentation

The importance of being intentional with your decisions in business.

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Navigating the New Era of Financial Advisory With Peter Velardi

Understanding the Value of Your Financial Practice

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