Скачать или смотреть Episode 12: The Mental Roller Coaster of Building a Wealth Management Business

In this episode, I talk honestly about the mental side of entrepreneurship — the highs, the lows, and everything in between. Building a wealth management firm is very different from other businesses. You can’t force growth, forecast a traditional sales funnel, or rush trust.

Some days it feels like the goal is right around the corner. Other days it feels like a decade-long journey. And learning to stay even-keeled, focused on long-term relationships, and committed to doing great work is ultimately what will make this business successful.

I’m also running a Monarch giveaway this month. Monarch is the budgeting and cash-flow tracking app I give to all my clients. If you’re not following yet, follow along for a chance to win.

Thanks for being here and following the journey.