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Begin the Year with a 20-Year Perspective
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Contenido proporcionado por Ray Sclafani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ray Sclafani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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
- Reflect on the past to shape the future.
- Innovate client engagement to meet evolving expectations.
- Invest in your team for sustainable growth.
- Pursue personal development to unlock new opportunities.
- Create value for clients that lasts 20 years.
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