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Kandungan disediakan oleh Ray Sclafani. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ray Sclafani atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Begin the Year with a 20-Year Perspective

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Manage episode 461103709 series 3582122
Kandungan disediakan oleh Ray Sclafani. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ray Sclafani atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode of Building the Billion Dollar Business, Ray Sclafani emphasizes the importance of taking bold actions in the financial advising industry. He encourages listeners to reflect on their past and future, innovate client engagement models, invest in their teams, pursue personal development, and nurture client relationships. The episode concludes with actionable questions to help advisors design their legacy and align their daily actions with their long-term vision.

Key Takeaways

  1. Reflect on the past to shape the future.
  2. Innovate client engagement to meet evolving expectations.
  3. Invest in your team for sustainable growth.
  4. Pursue personal development to unlock new opportunities.
  5. Create value for clients that lasts 20 years.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

38 episod

Artwork
iconKongsi
 
Manage episode 461103709 series 3582122
Kandungan disediakan oleh Ray Sclafani. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ray Sclafani atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode of Building the Billion Dollar Business, Ray Sclafani emphasizes the importance of taking bold actions in the financial advising industry. He encourages listeners to reflect on their past and future, innovate client engagement models, invest in their teams, pursue personal development, and nurture client relationships. The episode concludes with actionable questions to help advisors design their legacy and align their daily actions with their long-term vision.

Key Takeaways

  1. Reflect on the past to shape the future.
  2. Innovate client engagement to meet evolving expectations.
  3. Invest in your team for sustainable growth.
  4. Pursue personal development to unlock new opportunities.
  5. Create value for clients that lasts 20 years.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

38 episod

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