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 Software Dilemma in Financial Planning [Episode 342]

We all need the fundamentals

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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

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Encore Episode: Why Advisors Fail

The four rules of advisor success

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