Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week’s highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you create a hyper specialized practice.

Recommended Podcast

Worlds To Conquer – What Is BackStage Pass?

Learning from real experiences to help you grow your practice.

See More

What Works Wednesday – Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

Where do you fall on delivering tax value to your clients?

See More

10X Your Practice By Going Old School [Episode 197]

If your work isn’t hyper-intentional, you’re just playing office.

See More

Contact Us