Embrace the Role of Teacher, Leader, and Coach: A Journey of Commitment


As the initial excitement of the new year fades, I have an important message for everyone. The period between January and early February is crucial because this is when motivation tends to wane. Stay focused on your 2024 objectives and embrace the grind – this is where the real game begins.

As we continue our mini-masterclass on how to have a great 2024, I'll talk about where I think the industry is going, the identity that all advisors must have, and why it will be crucial over the next five to ten years.

I also talked about the following:

  • (04:48) Will Asset Management be obsolete in the future?
  • (05:11) Where the advisor game is going in the next five to ten years
  • (07:04) The difference between a financial coaching/consulting model vs. a purely financial planning and asset management model
  • (08:11) What is coaching?

Related: The Key To Growing Your Business Is Raising Your Standards