In today’s episode, we explore the art of saying “no”, setting intentions to prioritize what truly matters, and seven tips that are stopping you from achieving growth. Discover how advisors can deliver exceptional value to clients, and the power of finding your niche and targeting your ideal customer. Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]
Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan
Transforming the financial advising industry.
See MoreThe evolution of The Perfect RIA podcast.
See MoreClient engagement and setting expectations with estate planning.
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