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

What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris

Why you need to get uncomfortable to take your practice to the next level.

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Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]

Using technology to improve the client experience.

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Follow Up Friday – What If You HAD To Double Your Productivity?!?

Stop wishing for more time and make small changes for a big impact on your productivity.

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