Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Stacking The Odds In Your Favor [Episode 207]
The Value Of Writing A Legacy Letter With Guest Blake Brewer
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The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Humble Advisor: Learning from Others
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Financial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value.
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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
Common Mistakes in Practice Valuation
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