65 - The Metrics That Matter
TRAP: The Real Adviser Podcast
Overcoming Procrastination in Financial Advisory
This chapter dives into the challenges of procrastination and perfectionism in the financial advisory sector, highlighting the importance of client engagement over mere qualifications. The speakers discuss strategies for success, including the necessity of metrics such as client meetings, goal setting, and understanding business dynamics. They also address the balance between ambition and well-being, engaging with listeners' questions to further enrich the conversation.
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