Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Are 50 Clients Too Many? [Episode 210]

Core Values With Guest Ross Welte

Leaders You Shouldn’t Follow

Recommended Podcast

Revolutionizing Financial Planning with Sam Flatten

Demonstrate the value you’re providing

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Fees Are Never The Issue  [Episode 356]

Focus your conversations on value

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

We don’t invest in projects

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