The Best Idea in 2026 For Financial Advisors
January 23, 2026
Your first 90-days in 2026 will determine your success for the year. In this webinar I’ll detail the next four 90-day projects to completely transform your Client Experience if your goal is to turn-up the temperature on your business and create an Ideal Client Attraction Pipeline. It’s your decision whether or not to invest 2026 carving out that indispensable impact you could be having on clients, which will never be replaced by A.I. At least not in your lifetime nor mine.