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AprAs I sit here with 3 farting dogs, I’m shaking my head… I’m sitting in on a 9 am staff meeting by a top 1% Advisor. Generally a sharp group of staff. They’re on a teleconference – I personally hate that. If you can’t do Face-To-Face – Zoom’s become a pretty close second. On a group call […]
Feel like you’re just busy being busy? We hosted a webinar yesterday, and if you missed it, we recorded it. The conversation was all about how to grow your practice with plenty of new clients consistently, without running yourself ragged. To help you become less busy and more efficient, we spent time on automation, delegation, and systems[…]
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Mar“Found Money” I’ve always found it entertaining the things that people will say about you when you’re not listening. Recently I had a new client join our team. In the process he mentioned that he’d talked to some other clients that were friends of his. Naturally curious I asked what that had to say about me and[…]
