Tag: quarterly review

Q1 Is Done – Where Are You? (Distraction-Proof Advisor Idea Video #30)

Take time to do your own quarterly review.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors