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

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The Power of Masterminds with Guest Aaron Walker [Episode 244]

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Crisis Preparedness and Disaster Recovery

Being prepared for emergencies with your family and your team.

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Sinking Ships

Why you need to create and practice disaster recovery.

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