Tag: business systems

Systems and Processes and Procedures, Oh My! (Distraction-Proof Advisor Idea Video #115)

Are you running your business like a true professional with procedures and structures in place or are you simply just winging it?

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