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I hope everyone had a great Fourth of July celebration! Today, I’d like to share my thoughts on what is happening in the industry and hopefully inspire you to play the larger game.
Over the next five to seven years, most baby boomers will be retiring. This is going to be a significant window for advisors. There is no better time to be in this game than now.
In this episode, I talked about the following:
- 02:31 Why you must let all your clients know that you’re there as a resource
- 04:56 The main reason why people fail to scale
- 06:55 Why most advisors think their options are binary
- 08:41 The three things you need to execute what’s on your bucket list
- 13:07 Should the best years in your career be behind you?