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
Dodging IRA Disasters and Fostering Team Synergy
Tax planning mistakes and team communication.
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Employees: Following Up or Nagging? Is There a Difference?
The need for consistent and respectful follow-up
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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Why intentional tax planning is necessary.
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