The Perfect RIA

You Didn’t Hire Idiots


Listen Later

Have you ever experienced an outcome from your team that didn’t exactly match up to your expectations or the feeling that you’re on your own episode of ‘Nailed It’, but for Financial Advisors? On today’s episode, Jamie explains why training your team doesn’t end after the first few months. She’ll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization.

https://bit.ly/3MVEY4k

...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

274 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

549 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,001 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

246 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,041 Listeners

The Long View by Morningstar

The Long View

851 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

225 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Ask The Compound by The Compound

Ask The Compound

296 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

118 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

112 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

41 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,006 Listeners