THE PERFECT RIA |Follow Up Friday - Was 2022 Your Best Year Ever?

When you look at your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the day-to-day strategies of your business, and what’s the importance of your time and value? What is important to consider when implementing a transition within your office and communicating that to your clients? Listen in as we recap this week’s highlights and action items.

This week’s episodes:
Was 2022 Your Best Year Ever? [Episode 184]
What Works Wednesday – Leading Advisors With Dustin Corrente
Worlds to Conquer – Family Offices Q&A

Recommended Podcast

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

When Marketing Works

Being strategic with your marketing and content calendar.

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

Contact Us

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name(Required)

First Last

Email(Required)

CAPTCHA

Follow Up Friday – Was 2022 Your Best Year Ever?

Recommended Podcast

Crafting Your Investments and Marketing Communication

When Marketing Works

How Investments Work With Your Clients [Episode 255]

Contact Us