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It's the little things that count. It doesn't take tremendous effort to incorporate these personal practices into your day, but such gracious touches will go a long way toward building your professionalism in the eyes of your colleagues, clients, prospects—all your business associates.
Here are the 50+ books I read this past year as part of staying on top of my game. You might want to include some of them in your fall reading list.
Coach's Corner: Whether you are a veteran or a rookie, only you can manage your time and focus.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024