The Perfect RIA

Too Many Clients, Core Values, and Bad Leaders


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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

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

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