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13min chapter
Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]
The Perfect RIA
Embracing Discipline in Financial Advising
This chapter focuses on the critical need for financial advisors to adhere to established processes and maintain discipline in client interactions and prospect tracking. It highlights the dangers of straying from proven methods and emphasizes the importance of regular accountability meetings to attract new clients. By addressing mental barriers and advocating for dedicated time for essential tasks, the chapter illustrates how measurable business planning can lead to improved outcomes in financial advising.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode