Afsar ShahJan 29Succession Planning in Proper PerspectiveThis advisor was seeking a form of perspective or mental model to help him better understand the concept of Succession Planning and how to d
Kelly MaxwellJul 13, 2023"It’s not enough to be busy, so are the ants." 🐜Last month, we delved into how advisors can break free from being stuck in their business.
Kelly MaxwellAug 24, 20228 Planning Tips for Your MeetingsWe've certainly had a lot of experience with planning whether it be within our TPC team or when coaching advisory teams with their own plan.