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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The Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

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Encore Episode: You Thought It Would Be Easy…

Embrace Rejection and Risk

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How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan

Don’t wait till you’re 102

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