172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle

The Efficient Advisor: Tactical Business Advice for Financial Planners

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.
In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:

• Making relational deposits before withdrawals
• Fostering trust and support within relationships
• Investing in personal and professional development
• Selectively consuming literature
• Practicing mental fortitude and discipline

If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!

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LINKS FROM THIS EPISODE
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