The Perfect RIA

Follow Up Friday - What If You HAD To Double Your Productivity?!?


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What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items.

Listen to this weeks episodes:

What If You HAD To Double Your Productivity?!? [Episode 189]

What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman

Worlds to Conquer - Defining Value With Your Team

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

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