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In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taking risks, embracing rejection, and finding a proven strategy to attract clients.

We’ll also recap the insights from Philip Taylor, the founder of PTmoney.com and FinCon, who shares tips for financial advisors attending events to grow their businesses.

And, we’ll talk about Jamie’s recommendations for overcoming fear and pursuing greatness, urging you to take action and draw up a plan to achieve your goals.

Listen to this week’s episodes:

You Thought It Would Be Easy…[Episode 218]

Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor

Stop Being A Failure

 

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Encore episode – How Did I Lose $50,000 This Month!?!

How to talk to clients whose accounts go down in value.

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The Hard Truths of Success [Episode 307]

Mastering the Art of Consistency

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Encore episode  – How To Communicate Your Value To Clients [Episode 172]

Understanding and implementing value-adds.

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