EP13: Stop Cutting Expenses, Start Making Investments
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EP13: Stop Cutting Expenses, Start Making Investments
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About this listen
This episode of The Top One, hosted by Jerry Corliss and Chas Emerson, delves into the concept of hidden costs that can severely limit a financial planner's growth and vision. The hosts categorize these costs into three main areas, starting with Mindset, which focuses on the critical distinction between expenses and necessary investments. They emphasize that growth comes from making strategic investments, not by being "too cheap" and cutting expenses. Key investments discussed include hiring administrative assistance sooner than an advisor might think they are ready for, adopting technology like a CRM and automation, and committing to personal development through coaching programs and books. The overarching message of the first category is that to reach the "top one," advisors must focus on the highest and best use of their time.
CRN202902-10377039
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