When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On today’s episode, Jamie will take you through a step-by-step process of figuring out what that goal should be (hint: it should scare you) and how to make it a reality.
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
See MoreHow to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
See MoreMastering communication skills to impact your client and prospect meetings.
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