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

You Didn’t Hire Idiots

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Valuations in a Changing Market With Scott DiGiammarino

Remain calm, stay the course.

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Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

Surge just works, right?

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Encore Episode: How Surge Works For New Relationships And Clients.

How to manage expectations and communicate the value of surge to new clients.

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