How often do you find yourself saying that you’re at capacity and how realistic are the numbers you associate with your practice? How do you handle challenging situations as well as overcoming negativity? When you are looking at setting up your goals, how big are those goals, and are you creating a plan to achieve them? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

You Are Playing Office, Here’s How To Tell [Episode 185]

What Works Wednesday – Focusing On Positivity With Rich Chen

Worlds to Conquer – Goal Setting

Recommended Podcast

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

You never want to represent yourself

See More

Encore Episode: Leveraging Technology With Guest Ben Goss

How technology can increase your productivity and the value you deliver to clients.

See More

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

It’s a fear more than an actuality

See More

Contact Us