Sign up to save your podcasts
Or
Share Too Many Clients, Core Values, and Bad Leaders
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Too Many Clients, Core Values, and Bad Leaders
Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week's highlights and action items.
Listen to this week's episodes:
Why Are 50 Clients Too Many? [Episode 210]
Core Values With Guest Ross Welte
Leaders You Shouldn't Follow
https://bit.ly/3qM7T2c
View all episodes
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®
4.8
458458 ratings
Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week's highlights and action items.
Listen to this week's episodes:
Why Are 50 Clients Too Many? [Episode 210]
Core Values With Guest Ross Welte
Leaders You Shouldn't Follow
https://bit.ly/3qM7T2c
More shows like The Perfect RIA
View all
Behind The Advisor
137 Listeners
Your Money, Your Wealth
803 Listeners
Notes on the Week Ahead
194 Listeners
Capital Ideas Podcast
284 Listeners
Stay Wealthy Retirement Podcast
678 Listeners
Animal Spirits Podcast
2,030 Listeners
The Compound and Friends
2,113 Listeners
The Long View
916 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
243 Listeners
Barron's Advisor
114 Listeners
Ask The Compound
337 Listeners
Retirement Tax Services Podcast
128 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
134 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
48 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
150 Listeners