Are you ready to get off the treadmill and have more energy and free time?
Do you find it difficult to say no to a client, even when they are not the ideal client for your business? Or do you find you are spending a lot of time training junior advisors, and not spending enough time focusing on the clients you love to work with?
In this episode Matt and Kirk explore 3 Categories of your business model may fall into, and what you can do to help change your business model so you can optimize your time and work with the clients you love to work with!
Sometimes you have to take a big step back to take a big leap forward.
Episode 188 - Building a Valuable Advisory Board With Stephen Wershing
Episode 187 - Client Insights With Julie Littlechild
Episode 186 - Building External Relationships and Growing your Business - With Matt McGowan
Episode 185— 14 Rules of Advisor Marketing Success
Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo
Episode 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer
Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3
Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2
Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1
Episode 179 — The Power of Podcast Marketing — with Ben Jones
Episode 178 - Show Your Clients How to RetireReady — With Ed Dressel
Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch
Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan
Episode 174 - Start Creating Documented and Repeatable Systems — With Dean Soto
Episode 173 - Cracking the Code to Customer Devotion — With Shawn Moon
Episode 172 - Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar
Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin
Episode 170 - #BeYourOwnLoud
Episode 169 - Breaking Money Silence® with Kathleen Burns Kingsbury
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