The Perfect RIA

Worlds To Conquer - What Is BackStage Pass?


Listen Later

Would you rather learn from someone who is a so-called expert or someone who truly knows what they’re talking about and is willing to be transparent about what does and doesn’t work? On today’s Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business.

http://bit.ly/42h9ivW

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

450 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

558 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,982 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,048 Listeners

The Long View by Morningstar

The Long View

876 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

Ask The Compound by The Compound

Ask The Compound

298 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

120 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners