How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you’re presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

F*ing WORK! [Episode 200]

What Works Wednesday – Improving Your Presentations Through Comedy With Guest Cory Michaelis

Worlds to Conquer – Executive Assistants And Email Delegation

Recommended Podcast

Revolutionizing Financial Planning with Sam Flatten

Demonstrate the value you’re providing

See More

Fees Are Never The Issue  [Episode 356]

Focus your conversations on value

See More

The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan 

We don’t invest in projects

See More

Contact Us