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In this episode, Jeff and Dan discuss:
• Approaching life as if it is a jigsaw puzzle to be built.
• Accessing the business owner market initially and how it has grown.
• Coordinating with other professional advisors to best care for your client.
• How M&A factors into growth of the business.
Key Takeaways:
• Intention and attention will get you where you are trying to get.
• Elevate your game to allow your business to grow, even if it means pushing yourself further than you think you can go.
• Use thinking-concern-action as a way to connect with other business professionals or referrals to help take care of your client.
• Hire before you can afford.
"Bring the puzzle pieces together, we’re not all the same and that is by design." — Dan Whittenburg
By The Evolving Advisor Podcast5
2525 ratings
In this episode, Jeff and Dan discuss:
• Approaching life as if it is a jigsaw puzzle to be built.
• Accessing the business owner market initially and how it has grown.
• Coordinating with other professional advisors to best care for your client.
• How M&A factors into growth of the business.
Key Takeaways:
• Intention and attention will get you where you are trying to get.
• Elevate your game to allow your business to grow, even if it means pushing yourself further than you think you can go.
• Use thinking-concern-action as a way to connect with other business professionals or referrals to help take care of your client.
• Hire before you can afford.
"Bring the puzzle pieces together, we’re not all the same and that is by design." — Dan Whittenburg