THIS WEEK’S PODCAST
The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients Listen
You have to be willing to hold people accountable; building relationships is a commitment.
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If you can't explain something in 3 minutes, you're not as smart as you think you are
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What's dragging you away from client service?
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Tax Advice is ALWAYS on clients' minds.
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Paydays don't change the rest of your life
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Like anything else, annuities are all about the right fit
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Expectations are the death of gratitude
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Tax laws have been a fight for thousands of years
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Everyone is a product of marketing
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Be clear on who you serve!
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