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Divine Wealth Strategies May 8
Be a student of your team members
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Melissa Ballard May 9
What a great week! Grateful to experience it with my friend, . Lots of quality information to bring back and put into practice to better serve our clients.
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Divine Wealth Strategies May 8
You do not rise to the level of your goals you fall to the level of your systems
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PlanforJoy May 8
James Clear is in the house.. “True behavior change is identity change” and the secret to that says James is believing something new about yourself. Can you believe you are a “saver” or a person who “gets joy from their money”?
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Financial Planning May 12
"Because the action learning process is question-only, it can foster diversity and ingenuity." | by
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Lori Silverthorne May 8
“Be the architect of your habits, not the victim.” Great insight from
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Tyler Russell May 8
Thank you for initiating the conversations! Now let’s keep it going on a grander scale!
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Scott Lamb May 9
What does it take to have a truly satisfying retirement? Our very own answered that question & more at the ’s today.
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Ana Trujillo Limón May 9
Every one over the age of 18 should have a grab and go binder with relevant medical and and legal information. Give copies to family members.
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Dan Martin May 8
“The 1% adjustments are not just nice-to-have - they can be the key to unlocking elite performance. Your habits are the best method you have to achieve these small 1% advantages.”
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Tanya Steinhofer May 8
Habits are the compound interest of self-improvement -
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Skip Schweiss May 7
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Lisa Kirchenbauer May 7
sharing at the social experience of responding to the question of "Before I die, I want to...". How about you? What do you want to do.
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Melissa Ballard May 8
Learning how to empower clients to direct their own healthcare and prepare for end of life conversations. Powerful. Planning is about much more than $
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FPA Publications May 9
People are more stressed today than they were in the past, says Michael Futterman of , partially because of information overload and a constantly on mentality
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Lori Silverthorne May 7
Enjoyed ’s session at the this morning. Key takeaway, there are 3 pillars of a growth org: org & entity structure, and comp schedule. Not having any of these areas developed creates a value gap.
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J. Christopher Boyd May 7
adding insight for advisors to using technology to enhance relationships & serve clients better.
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Dennis J. Moore May 8
How to grow and improve your habits? Start small.
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Jamie Bosse May 9
Got to see San Diego from the skies!
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Paula Harris May 9
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