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  <title>Back to Business: Mid-Year Planning Moves that Drive Revenue</title>
  <description>August isn't downtime - it's go time. In this episode, John Felton &amp;amp;amp; Zach Gosselin break down why now is the perfect moment for advisors to reconnect with clients, spot life changes, and spark meaningful conversations that lead to real planning opportunities.&amp;amp;nbsp; From mid-year check-ins that turned into major plan overhauls, to simple tactics for identifying client needs without product overhwhelm, this is your launchpad for the final quarter of the year.&amp;amp;nbsp;  Real advisor success stories How to spot cross-sell opportunities One action step to take before Friday  Don't wait for the year-end rush, get ahead of it! </description>
  <author_name>TBA's Life Linked</author_name>
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