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7 Traits of Top Financial Advisors
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Top Financial Advisors spend half (or more) of their time with people who can help grow their business
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Top Financial Advisors run their calendar (and don’t allow their calendar to run them)
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Top Financial Advisors know ‘where they stand’ and thoughtfully plan for the future of their business
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Top Financial Advisors protect their clients, employees and families from the unexpected
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Top Financial Advisors have assembled a team to collectively work toward their vision
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Top Financial Advisors communicate well, formally and frequently. They meet with their team regularly to:
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Top Financial Advisors seek input, resources and professional advice as they try to implement, maintain and improve all of the above