Trending
With Memorial Day marking the start of period two (from Memorial Day to Labor Day) in the U.S., I want to discuss how to optimize your summer game plan as a financial advisor and strategize for the season.
As a coach, I've noticed many advisors adopt ineffective summer habits. In this episode, I'll share best practices to help you make the most of your summer while still excelling in the advisor game.
I also talked about the following:
- (04:36) How summer can provide a competitive edge for advisors
- (06:13) Why advisors should always be in bizdev mode
- (08:30) The best time to get your continuing education credits
- (13:51) One of the biggest lies in this game
- (17:30) Why you must stop putting a lot of pressure on yourself