Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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Business success isn't just about profits - it's about purpose
2024-11-20 • 20 second read

Each step you take should raise both your business value and your personal fulfillment.

When your work aligns with your life goals, the journey becomes as rewarding as the destination.  Are your business goals aligned with your personal values?

Want to dive deeper into these insights? Check out my latest "Always On" podcast episode "Elevate Your Practice - The Power of a Partial Book Sale" featuring serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors: paretosys.co/ao_bb
 

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