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
Tax planning mistakes and team communication.
See MoreThe need for consistent and respectful follow-up
See MoreWhy intentional tax planning is necessary.
See More