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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Decoding Financial Advisory Roles With Brad Wooten

I backed into intentionality.

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Confidence Comes From Repetitions  [Episode 359]

You don’t really know your value

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Capital Deployment and Growth Strategies With Peter Velardi

Now is the time, we’re at peak M&A values

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