The Perfect RIA

Worlds to Conquer - When #$@# Goes Wrong


Listen Later

Don’t kid yourself. You know that it’s not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying to appease a client, and in reality only making it worse? On today’s Worlds To Conquer, Jamie goes through the steps of how to handle those situations and how to come together as a team to make sure they don’t happen again.

https://bit.ly/424abHm

...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

194 Listeners

Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

277 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

557 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,983 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,042 Listeners

The Long View by Morningstar

The Long View

873 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

237 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

120 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

41 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners