Summary   Not every touch carries the same weight. A text and a lunch both get filed under staying in touch in most advisors’ heads, and they are not the same thing. Not to the client, and not to the business. This one lays the ways you communicate out as a ladder, ten rungs, and makes the case that the art is not picking the most convenient rung. It is picking the right one for the person in front of you. This continues the 2026 teaching series inside Pillar 3, CRM and Relationship Managemen...

#337:  Do You Have a Strategy for Client Gifting and Entertainment?

You built the business. Somewhere along the way, it started running you.Take Flight Weekly is a weekly coaching session for the advisor who is already at the top of her/his market and knows there is a better way to hold it. Every Sunday at 6 a.m., Jim Miller sits down with a microphone and one idea: build the business so the business builds the life.Jim is a success mentor and life coach to top luxury real estate advisors in over 50 markets across the country, and he leads a brokerage office producing over $2.3 billion in annual sales. Everything he teaches, he built first, starting with rebuilding his own business from the ground up after 2008.Each episode runs 15 to 25 minutes and works on one of the five pillars of Take Flight: vision and standards, habits and routines, CRM and relationship management, standard operating procedures, and personal brand. No panel. No guests. No hype. Just the work.New episodes every Sunday morning.