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036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework
Manage episode 210367651 series 2359408
Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This won’t be a typical episode where we talk about tactics to improve your marketing, appointment process, or how to scale your business. Today, Jim Sheils and I hit on something that’s far more important… how to make sure running a successful financial services practice doesn’t sabotage your relationship with your family.
Click here to find out how you can get a FREE copy of Jim’s book The Family Board Meeting!
Show Notes: http:/bradleyjohnson.com/36
81 episodes
036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
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Manage episode 210367651 series 2359408
Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This won’t be a typical episode where we talk about tactics to improve your marketing, appointment process, or how to scale your business. Today, Jim Sheils and I hit on something that’s far more important… how to make sure running a successful financial services practice doesn’t sabotage your relationship with your family.
Click here to find out how you can get a FREE copy of Jim’s book The Family Board Meeting!
Show Notes: http:/bradleyjohnson.com/36
81 episodes
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Similar to The Elite Advisor Blueprint®: A Podcast for Financial Advisors
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
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continue reading
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