Click to Play

On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice.
On Wednesday, Matt was joined by Karen Stewart, who highlighted how virtual assistants can handle tasks like email, calendar management, and even process documentation, freeing up advisors to focus on their strengths.
Thursday, Jamie shares valuable insights about not engaging in every confrontation and finding the right people to collaborate with, and the importance of not allowing negative thoughts to limit your potential.
Tune in as we recap highlights and action items from personal development to improving your professional skills.

Recommended Podcast

Prospecting and Pregame Strategies

Setting the stage for positive meetings.

See More

Prospecting That Works for Advisors

Consistent marketing and identifying the ‘right-fit’ clients.

See More

Setting the Stage For Prospect Meetings – Masterclass Sneak Peek! [Episode 245]

Perfecting the prospect process.

See More

Contact Us