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
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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