Neela Hummel · Financial Advisor Success · The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel
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held a debrief with the advisor after every meeting to ask what terms meant and get feedback
“After every guest lecture I gave out feedback forms and I said, "Tell me what you'd like to see repeated, and more importantly, what I should change.”
“And everybody, we called these question mark emails and everybody knew what that meant, which is it meant you have 24 hours to get back and explain what's going on.”
“I don't take meetings before 10. I don't take meetings after four. I don't take meetings on Fridays. Like I have, I have made it very hard to have meetings so that the meetings that I have, I like are really intentional.”
“Go revalue your property, lock in that equity, get it on an interest only loan ... you can reset the interest only term after five years ... that locks in 10 years, a full decade, of access.”
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