TRANSITION TALK

In the world of golf, even the best players seek coaching to refine their skills and elevate their game. Similarly, Scott Leak, CFP®, CEPA®, emphasizes the importance of coaching for financial advisors aiming to enhance their business practices. In this blog post, Scott shares his journey of hiring an independent advisor to ensure that he could focus on his clients without compromising his own financial planning. Just as golfers visualize their shots for better performance, Scott encourages advisors to clarify their intentions for business growth and to seek out mentors who can hold them accountable. Through a structured approach and strategic guidance, Scott highlights how hiring a coach can transform not just your practice, but also your vision for the future, ensuring you stay aligned and intentional in your pursuits.