The Perfect RIA

Team Won't Implement [Episode 125]


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None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/3haQqZu

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

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