Podcast #1085 Playing Office

I find during the summer months there is strategy that many advisors have to come into the office, do some work, make a few phone calls, and then “hang out”. If you are getting paid by the hour then I understand. Being a financial advisor is all about outcome and output not time. My goal with all my clients is to make sure they have their written daily game plan, execute it, and then get out of the office.