Moving The Needle [Episode 196]
The Perfect RIA
00:00
How to Be a Successful Advisor
Trying to remember something is not advancing your productivity. That's playing office. Even things as simple as the retirement tax services, tax guy that you and I both keep laminated on our desk, right? And I used to in the past, what's the top and bottom of every tax bracket? Jerry: "I thought knowing those numbers would be the key to success"
Play episode from 26:42
Transcript
