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Ron Blue interviews Jim Wise on the topic of “Creating Intentional Space in Client Conversations.” Jim’s study group teaching on "Master of Inefficiency" explained how advisors can cultivate mission driven effectiveness as opposed to task driven efficiency. In this call, Jim and Ron talk about how to apply this concept and broaden the scope of client conversations, both in terms of margin and in terms of meaning, in order to accomplish mission driven effectiveness. Ron and Jim discuss how to set priorities, how to deal with distractions, and how to best structure meetings with clients to be able to be intentional and effective.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.