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

Encore episode – You Drank a Soda in a Client Meeting?!?

Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings.

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Bonus Episode: The Numbers Behind Financial Success

How to talk to clients whose accounts go down in value.

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The Critical Role of Talent in Advisory Firms [Episode 308]

Navigating M&A in the Advisory Space

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