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  In this episode of The Elite Advisor Blueprint, Mark Moses (@CEOCoachMark) is here to talk about how to define, measure and accomplish any goal as a financial advisor so you can take your business to the next level! Mark is a founding partner at CEO Coaching International, where he and his team help businesses [...]

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I was at an annual planning session recently with a client when the client brought up Leonard, an employee who is a non-performer. “Leonard is a really nice guy,” said my client. My response: “Nice guy is not a profession.” It may be harsh but it’s true. Unless you’re in the charity business, keeping weak performers on [...]

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