My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more).
Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money.
Sound at all familiar?
Conducting Super Successful Advisor Appointments
You finally score that appointment with that advisor that you covet and, amid the anxiety of wanting it to go well, you realize that your format and structure for advisor meetings, well, sucks.
Rest assured, you are not alone.