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
A Trust Will Solve All My Problems… [Episode 294]
Navigating estate planning with your clients.
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Beyond the Numbers: The Human Side of Retiring
Helping clients understand their purpose in retirement.
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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
Supporting clients beyond financial aspects.
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