Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you’re outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]

Unique Forcing Mechanisms with Guest Dave Zaegel

How You Can Offer Unlimited Access

Recommended Podcast

Encore Episode: You May Be The Problem

Practice, values, leadership, and positive influence for personal growth.

See More

Discipline Equals… Money? [Episode 335]

Everything has a price!

See More

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms

Using delegation to help grow your client base.

See More

Contact Us