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Konten disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Understanding Annuities and the Characteristics of Successful Leaders

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Manage episode 429613121 series 2482489
Konten disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes.

Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success.

The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership and offers tips on improving discipline and task prioritization.

Resources in today's episode:

- Episode Website - The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] - How to Achieve Success in 2 Steps

  continue reading

744 episode

Artwork
iconBagikan
 
Manage episode 429613121 series 2482489
Konten disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes.

Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success.

The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership and offers tips on improving discipline and task prioritization.

Resources in today's episode:

- Episode Website - The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] - How to Achieve Success in 2 Steps

  continue reading

744 episode

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