Author: THE ELITE ADVISOR: Elevate Your Practice by Focusing on What Matters Most - available on Amazon. I work with financial advisors in Atlantic Canada to help them with the management and growth of their business .
Financial advisors in Atlanta Canada should take the time to watch this conversation. Bill Cates and Brian Margolis are two of the best I’ve encountered in my 27+ years in this business.
Helping Financial Professionals & Companies Attract More Ideal Clients through More Compelling Value, Referrals, and Introductions -- Consultant, Coach, Speaker and Podcaster
❓ Do you say YES when you should be saying NO ❓ 👂 Listen to this short clip from Brian Margolis and then listen to this great interview. This is in the category of "do less and accomplish more." ➡️ Who wouldn't want that? 😃 https://lnkd.in/gZtBsVVx
