Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Are 50 Clients Too Many? [Episode 210]

Core Values With Guest Ross Welte

Leaders You Shouldn’t Follow

Recommended Podcast

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

You gotta be willing to take the pain

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The Truth About Tax Loss Harvesting [Episode 365]

Providing value is always work

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Navigating the Annuity Landscape With Tracy Lownsberry

Suitability does not mean ethical

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