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As an financial advisor, what will your comeback story look like at the end of the pandemic?
How are you going to do things differently, become more helpful to clients, and more aligned with what’s important to you?
In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They discuss business actions for advisors to take now that the initial shock of COVID-19 is lessening and how to pinpoint your firm’s purpose and future success efforts.
In this episode, you will learn:
- How to add future success efforts into your work
- The story of Southwest Airline’s innovation that led to 47 years of profits
- Questions to help you double down on your firm’s purpose
- About the Financial Advisor Pulse Survey conducted by DiMeo Schneider
- And more!
Tune in now to start working on your comeback story!