Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you’re setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

The Right Value And The Right Clients with Guest Jason Speciner

What Gets You Fired

Recommended Podcast

Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

Stacking the odds in your favor when it comes to prospect meetings.

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You Didn’t Hire Idiots

Looking at the end goal when training your team.

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The Value Of Writing A Legacy Letter With Guest Blake Brewer

How a tragedy created a life mission.

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