Looking a person in the eye and asking for money is a skill few possess. You are good at what you do. A large part may be because you can fit in, meet people, put them at ease and develop relationships. It comes naturally to you, but it's easy to forget that not everyone has that skill. There are probably other areas of your work where you have likewise lost perspective — or you are a new advisor, wondering what you've gotten yourself into. But taking the time to step back and remember the basics can help reframe your mindset. In the gallery, take a look at 11 beliefs that can hold you back — and how to reframe them to make 2023 your best year ever.
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Year-end 2024 Tax Topics Checklist