E141 – How Can Advisors Achieve Transformational Growth in Business?
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In this episode of "From Busy to Rich," Wes introduces his Transform Learning Series program created for advisors. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. He stresses the significance of embracing change. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities.
In today’s episode we will cover:
- Introduction to Transform University program
- Purpose and mindset for transformational growth in business
- Importance of increasing profitability and quality of life for advisors and clients
- Embracing change and not defending existing habits
- Overcoming barriers to change
- Tangible benefits of the Transform University program
- Creating an annual engagement process for clients
- Making asking for referrals irrelevant
- Seizing new areas of opportunity, such as income tax
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
