In part 2 of our miniseries on building an effective practice, Steve Moore discusses the first habit in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them. Matt Smith guides a discussion on the first habit, which is all about starting to live your dream, and creating win-win results that benefit clients and advising businesses alike.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/start-living-your-dream/.