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Recorded by: Brad Swineheart
Everyone could use a coach, especially if you are a top advisor.
In this episode, Brad Swineheart is joined by Joe Lukacs, named as one of the top coaches in the industry by registered rep and wealth management to discuss how to move things forward by changing your belief set and pivot your approach to uncover hidden business opportunities.
In this episode you will learn:
- What advisors are struggling with most right now
- How to take extreme ownership of where you’re at
- How to get in the right mindset for success
- Why you should have a pre-talk routine
- And more!
Tune in to learn more about how to become more flexible in your approach to clients!
Related: The Optimal Business Planning Process for Financial Advisors