Follow Up Friday – You Drank a Soda in a Client Meeting?!?
Proven action items for you to take this week.
Recommended Podcast
Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
What is your job as an advisor?
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Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
Creating a process of success in bringing on a new advisor.
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Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
You can’t lose by learning early.
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