One year and counting!
This week, I celebrate Audax Wealth Management's first full year in business! I am forever grateful to all my clients, partners, family and friends who helped turn my dream into a reality. Some lessons learned this year, as shared with me by some truly wise people...
1. I'm not a big firm, and my clients don't want to hire a big firm, so stop trying to be a big firm! Philip Warthen
2. My core values never change Holly Donaldson, CFP®, CEPS
3. Just ask! Liz J. Simpson
4. If used correctly, social media can be my friend, not my enemy Khrissy Alvarez & Christian Muntean
5. Time block and organize my email Andrew Gamache
6. Trust my gut - it's usually right Joni Bhutra, MD
7. Break my goals down into bite size pieces @Julie Nelson, Alaska SBDC
8. Surround myself with great people Kaitlyn Carlson, CFP®, CEPA, AWMA®, Roshani Pandey, Randa Hoffman, MBA, EA
9. Setting boundaries and self care routines will help me take care of my clients better Woodrie Burich
10. It's all about lifting up others Teresa Jacobsson
11. You never know what amazing person is sitting next to you, unless you reach out Mahlena-Rae Johnson, Rosalinda Cruz, Michele Heyward, Tonia East Phanor, Ph.D., Markita Samuel, Christianie Carty, MBA, EA, Rebecca Gebhardt, Maria James, Corinna Muller, DO, FACOOG (Distinguished), MBA, Jin Chen, and so many more...
Cheers to YOUR success!
