Too Many Clients, Core Values, and Bad Leaders
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]
Recommended Podcast
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
Surge just works, right?
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Encore Episode: How Surge Works For New Relationships And Clients.
How to manage expectations and communicate the value of surge to new clients.
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The Power of Relationships in Wealth Management with Scott Danner [Episode 320]
Money is a tool to be used.
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