Follow Up Friday – What To Do When You’re Out Of The Office
Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor’s perfect week outside of surge? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
What To Do When You’re Out Of The Office [Episode 198]
What Works Wednesday – Education Planning With Guest Fred Amrein
Worlds to Conquer – 10X Your Practice – A Financial Advisor’s Perfect Week
Recommended Podcast
Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]
The value of delegating bookkeeping to a professional
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How understanding your core values improves your life.
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