Oct 21, 2024 | Create, Deliver, Sell
When developing your business advisory skills and practice, 80% of success is showing up consistently, even when facing challenges. Discover how the simple act of showing up can create opportunities and build a strong foundation for your business. Key Takeaways:...
Oct 12, 2024 | Create, Sell
In this episode, we explore the concept of Platinum Clients and how to attract them to your advisory practice. Discover the key characteristics of Platinum Clients, the strategies to identify and attract them, and the importance of delivering exceptional value to...
Sep 30, 2024 | Create, Deliver, Sell
In this episode, we explore the concept of Liminal Thinking and its application to the accounting and finance profession. Discover how this mindset can help you break free from traditional thinking, embrace new perspectives, and transition into higher-value advisory...
Sep 23, 2024 | Create, Deliver, Sell
In this episode, we explore the concept of seasonal work, emphasizing the importance of understanding and embracing the natural ebb and flow of your workload. Discover how working in seasons can improve your productivity, work-life balance, and overall well-being. Key...
Sep 9, 2024 | Create, Deliver, popular, Sell
In this episode, we explore the concept of a freedom-based business practice for financial advisors. Discover how to achieve greater control over your time, choose ideal clients, scale your impact, and align your work with your personal values. Learn the importance of...
Sep 2, 2024 | Create, Sell
In this episode, we delve into the concept of Uniqueness, exploring the three key components that shape your individual identity and professional value: Essence, Education, and Experience. Discover how understanding and leveraging your Uniqueness can transform your...
