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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Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Another myth bites the dust

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Encore Episode: Tips from the Trenches – Taxes

figuring out a client’s taxes

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Tax Planning at Scale [Episode 339]

Are we making progress?

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