Episode 18 – How do you keep planning clients happy year-round?
Sten and Andy have helped hundreds of advisors to start charging for their advice,…
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Episode 17 – How do you provide value when the market does not?
The market is down, a lot. At times like this, do you worry that…
Episode 16 – What to know before you hire a business coach
If you want to get stronger it would be a great idea to hire…
Episode 15 – Why an advisor must segment their book of business, yet most don’t
If you’re like most of the advisors we know then you have a heart…
Episode 14 – 7 Meeting Skills of Elite Advisors
At the core of your business are your meetings with clients. How can you…