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Description

In this podcast, I reveal the 3 biggest mistakes that could ruin your Q4 (and your 2024). These are the critical errors I've seen sabotage advisors year after year. Too many people care about the “strategies” but NOT the pitfalls. But ONE wrong can undo all the RIGHT things that you have done. 

I covered:

... and more.

Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.

I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful

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