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

Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice

Working with high net worth clients and how marketing can help you reach your goals.

See More

Marketing. What Works For Financial Advisors?

Understanding the multiple marketing strategies available to advisors.

See More

Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]

Wealth management complexities and how to serve higher net worth clients.

See More

Contact Us