Day in the Life of a Financial Advisor: End of the Month Duties

This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/GdyfzBBufc8

If you're listening definitely head over to my YouTube channel to catch the video version of this episode. I take you through what a typical beginning of the month looks like for my financial services practice.

1. My Morning Routine
   
2. COO Duties
   
3. CEO Duties

Thanks for listening.

For more information on what I'm doing for current and aspiring financial professionals, click here.

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