Are you missing the forest for the trees?

04/04/2020 15 min

Listen "Are you missing the forest for the trees? "

Episode Synopsis

In this episode we talk about the idea of financial advisors often overestimating what they can do in a year and under estimating what they can do in 10 years. In other words, financial advisors miss the forest for the trees so we talk about how to create a plan for your career, your clients, and your business. Make sure that you tune in today...