87 min listen
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You with Angie Herbers
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You with Angie Herbers
ratings:
Length:
92 minutes
Released:
May 2, 2017
Format:
Podcast episode
Description
Angie Herbers consults with financial advisors to help them break through growth barriers and bring their firms into alignment with their core values. Although she gets about 4-5 prospects a week, Angie only works with about 10% of the advisors that want to work with her. In this interview, Angie talks about the critical importance of setting boundaries with your business and your clients. Angie explains why your business by nature is a selfish entity, and how to protect your time and energy to ensure you don’t lose yourself to the business. Get the full show notes and transcript for this episode at: https://www.kitces.com/18
Released:
May 2, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson: Today I’m speaking with Ron Carson, a veritable legend in the financial planning world: the top-ranked advisor at LPL for 25 years running, and the founder of Carson Wealth, the Peak Advisor Alliance, and the Dreamweaver Foundation. by Financial Advisor Success