The Elite Financial Advisor Podcast With Sten Morgan cover image

68. Learn The Hard Way Series: Never meet alone & have hard conversations

The Elite Financial Advisor Podcast With Sten Morgan

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The Power of Process

The first one is process protects us from ourselves. Process will protect you from yourself. That's the lesson there that you've had to learn the hard way. So for me, a big one, big prospect, great direct, warmer furl from another great client. It was just teed up for all intents and purposes. And as a result of that, just being probably too confident in myself I rushed out my proposal.

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