Working from home during a pandemic has been challenging. How can advisors find work and home life balance today? Jake Rushton is a great advisor to ask. He’s got a big family and a busy practice. How has he managed to successfully make it all work, and even call this summer “fun”? How has everyday client communication changed because of COVID, and what practical adjustments did Jake make to his practice to accommodate COVID? How does today’s unique environment provide for increased prospecting opportunities? How has Jake recently changed his perspective about new business development pipelines and sales presentations? Hear from Jake about what he has learned by building his own podcast. What is one thing Jake wishes he had access to when he entered the industry ten years ago that younger advisors have access to today? What is the single best decision Jake has made this year to make himself more productive? Join Ross and Jake for a fun discussion that spans topics from sales and marketing to practice management.

Resources:

• True North
• Jake’s 401(k) Club  
• American Century: 8th annual survey of retirement plan participants