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Connecting with Clients’ Children (Distraction-Proof Advisor Idea Video #323)

Most advisors understand the importance of connecting with clients' children. However, they often overthink it. But it's easier than you might think.

You feel like you should read more. You want to read more. But who has the time?

Consistently successful people all have one thing in common. Take a leaf out of successful people's playbook...

Waiting until it’s perfect can actually be code for simple procrastination. Stop waiting!

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

Charlie Munger, weeding and model portfolios hold the keys to building the advisory business you've always dreamed of.

Some of the most important numbers to have a handle on are...

Do you really need to specifically measure your business' metrics?

Guide the internal monologue in your head at the start of the day to ensure you focus on what will make you most productive.

Taking a new, “fresh” approach can be a big mistake.