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Constantly feeling busy, lack of self-knowledge, loss of community—these and other ailments of modern society can rob us of our purpose and motivation. As Robert Holden discusses in his book, Authentic Success, there are actions we can take to prevent this from happening.
Unmet expectations are the No. 1 killer of business and personal relationships! But if you do not start the conversation, clients may hold expectations you don’t even know about. These two scripts will help you set clear expectations and build stronger client relationships.
As successful as we may be, we all have areas where we need to leave the comfort zone. This personal growth tool from executive coach Marshall Goldsmith’s book, Triggers, has helped many Fortune 100 CEOs improve in their most challenging areas.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024