Thursday Apr 25, 2024
Procrastination Buster
When it comes to achieving great financial outcomes, getting started sooner is a major contributor to long-term success.
That's why procrastination can be such a dangerous thing when onboarding a new client.
Each delay in getting back information, providing paperwork or any of those other small tasks that need to happen to put a plan into action increases the likelihood of advice not being implemented in a timely manner.
However, procrastination isn't a simple thing. The root causes are often complex and personal.
In this training, I'll share a model for diagnosing the causes of procrastination and importantly help you to identify the best course of action for each specific and often unique situation.
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