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September 30, 2025 34 mins

Do you ever think about your business as a journey of experiences? From the day you started your business to today, you have been on a journey to build, grow, maintain, and run your business. Each part of the journey has been an experience—whether it’s prospecting, client servicing, managing staff, managing upper management, or even managing yourself, you’ve created different experiences.

The big question is, have you created the ultimate experience for prospects, clients, staff, management, and yourself? Or are you busy in your business and haven’t given the journey, and the experience you and other people are having any thought?

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to enjoy the journey, much less create positive experiences for themselves or others! They don’t understand the process of making their business, their lives, and the lives of everyone around them better. As a result, they keep doing the same things and having experiences that are not fulfilling.

This episode shares how successful advisors and agents learn how to identify experiences to make your business more enjoyable!

 

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