How to Follow Your Process of Success

There's an order of operations that matters when you're doing financial planning So number one it sets that undertone. When you follow this a will succeed Right, that's what I want to show inside of here And also making sure that we're guiding clients with it and if they come back and they want to do something It's outside of that says hey, that's kind of outside of our process of success But here's the issues that we see when we do not follow our process of successful Micah another one I use and I used it last week with a client who's retiring and I explain I say mr. Mrs. Client other than the last couple of generations, right? No