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
If you're not asking about it, it's happening away from you
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Getting the right words out of your mouth is complicated
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And if that doesn't happen, I'm not doing a good job, and you should fire me.
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And if that doesn't happen, I'm not doing a good job, and you should fire me.
Listen
You have to start with understanding the goal you are trying to accomplish
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You have to start with understanding the goal you are trying to accomplish
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Getting people to move is the biggest challenge
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Systems equal comfort, comfort equals profitability
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Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen
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