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

A Trust Will Solve All My Problems… [Episode 294]

Navigating estate planning with your clients.

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Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Supporting clients beyond financial aspects.

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