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4min chapter
Worlds To Conquer - Chasing Money VS. Delivering Massive Value
The Perfect RIA
How to Be a Good Financial Planner
Shlaneskin: Do we have to sit down and evaluate our business? 100%. If you don't belong to a business planning committee, you need to. You're developing your KPIs and making sure you have a good thermostat of what's happening with your practice. "Thermostat, not thermometer. Thermometer is the response to the environment," he says.
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