Follow Up Friday – When You Make Too Many Exceptions
Getting over the head trash that comes with “graduating” clients.
Recommended Podcast
What Works Wednesday – Being Intentional With Your Niche And Your Emotions With Don Hilario
How Don Hilario structures his day to maximize productivity, and his advice for any advisors searching for a way to be more intentional with their work days.
See More
Helping Team Members Triage Client Requests [Episode 171]
How to make the best of your team’s time.
See More