Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces already conquering the industry, Nic and Matt explore the habits, mindsets, and actions that make all the difference. They discuss the pivotal role of mindset and intentionality in achieving success, shedding light on how easily we fall into routines that hinder growth and the transformative impact of having a coach and seeking guidance from those who have paved the way for others.
How to manage expectations and communicate the value of surge to new clients.
See MoreMoney is a tool to be used.
See MoreWhen it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
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