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The Distraction-Proof Advisor Podcast

Feb 17, 2022

The Family Business Whisperer, David Specht, says working with family-owned businesses is forever interesting because each family is like a unique puzzle. Yet, again and again he sees advisors make the mistake of focusing on product instead of people. And even those who do focus on people can undermine their efforts by...


Feb 3, 2022

Who are your ideal clients? Wouldn’t you like to work with more people just like them? But what will attract people like this to you? Why would they choose you over an advisor down the street? Steve Wershing says your clients know why you’re the best advisor for them and can tell you how to find more clients like...