Self-reflection time: On a scale from 1-10, how good are you at your job? I'd give myself a 7. My networking is far better than my actual ability to produce results.

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10. But I’ve allowed inefficiencies in my book to persist and they hold me back. So the actual job part, a 10. Running an efficient and streamlined business, 6. Must improve to scale it where I want to go.

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7. Could know more on the planning front beyond basic goal achievement/building plan. Need to be better on tax advising and estate planning/trust strategy. That said my current clientele doesnt really need much of the latter so it’s more about improving myself for the higher net worth folks but still need to gain that knowledge if I’m too be taken seriously on the next leg of this journey.

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