Focus on Golden Egg or the Goose? Wealth Managers and Insurance Agents Share All

February 6, 2021 | By Elite Resource Team
Financial Advisors

Need to eat today? Buy an orange. Want to plan for tomorrow? Plant an orange tree.

Many advisors have a hard time balancing the short term activities that are required to generate revenue today vs the medium and long term activities that will take your business to completely different levels next year.

During this video, Anton Anderson talks with a few members of Elite Resource Team about how to transition to CPA partnerships. The key is to continue the short term activities, while time blocking your day to make sure you're carving out the space to be growing your own orange trees.