If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today's Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice. <a href="https://go.theperfectria.com/03-29-power-session" target= "_blank" rel="noopener">The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!</a> <a href="http://bit.ly/3kAvu30" target="_blank" rel="noopener">http://bit.ly/3kAvu30</a>

If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today's Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3kAvu30

If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today's Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice. <a href="https://go.theperfectria.com/03-29-power-session" rel="noopener noreferrer">The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!</a> <a href="http://bit.ly/3kAvu30" rel="noopener noreferrer">http://bit.ly/3kAvu30</a>

Worlds to Conquer - Change Happens When Four Things Occur In Your Life

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

Business

News

Investing

Business News

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

Share Worlds to Conquer - Change Happens When Four Things Occur In Your Life

Sign up to save your podcasts

Worlds to Conquer - Change Happens When Four Things Occur In Your Life

Worlds to Conquer - Change Happens When Four Things Occur In Your Life

More shows like The Perfect RIA

Behind The Advisor

Your Money, Your Wealth

Notes on the Week Ahead

Capital Ideas Podcast

Stay Wealthy Retirement Podcast

Animal Spirits Podcast

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Ask The Compound

Retirement Tax Services Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

The Great Retirement Debate with Ed Slott & Jeffrey Levine