JIM PALUMBO is the founder of numerous companies and non-profit organizations. He is committed to empowering people around the world with the transformative message of hope. As an author, advisor, publisher, producer, and teacher, Jim helps you discover your potential and purpose in life through faith, family, fitness, and finance.
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I've been grateful for the opportunity to get to speak with such great people about topics that impact our lives. From faith to finances... please enjoy.
What you’ll hear about in this episode
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The non-advice activities of running a financial planning firm
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Freeing up advisers from the “business of business” to focus on financial advice
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How to overcome “superman syndrome” and let go of the non-advice work
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Swapping capability with a focus on growth
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Spending 20% of your time of growth opportunities
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Digital marketing techniques for financial advisers
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The importance of a CRM system for client follow up
