Navigating the Yes and No in Financial Advising

Exploring the evolution of decision-making in the financial advising field, from prioritizing saying yes to opportunities to focusing on saying no. The chapter emphasizes the importance of longevity in a career, cautioning against desperate practices and highlighting the benefits of niche marketing for long-term success. It discusses setting boundaries, creating 'stop doing' lists, and strategically transitioning towards specialization to stand out in the market.