The Perfect RIA

Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks


Listen Later

Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]

What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris

Worlds to Conquer - Surge: Schedules and Teams

Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

http://bit.ly/3wwK1z8

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,357 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

285 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

791 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,025 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

260 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,121 Listeners

The Long View by Morningstar

The Long View

919 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Ask The Compound by The Compound

Ask The Compound

339 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

152 Listeners