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What You'll Learn In Today's Episode:

  • How Brady learned to run a client meeting versus the client controlling the meeting.
  • How mentorship and guidance provided Brady with the tools to improve his skills.
  • Why you want to reach out to those at the top of their game.
  • Overpreparing and practising can not only improve your client meetings but can cut your learning curve in half.
  • Why advisors should constantly be looking to improve themselves.

Advisors who are at the top of their game didn’t get there by accident. It’s through constant learning, improvement, and putting in the reps that you get to that next level. In today’s episode, Matt is joined by Brady Bassford from the Mid-Atlantic Financial Group to share his journey as an advisor and director and how through mentorship and guidance, he quickly improved his skills and the value he was delivering to clients.

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