THE PERFECT RIA |Follow Up Friday - What If You HAD To Double Your Productivity?!?

What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What If You HAD To Double Your Productivity?!? [Episode 189]

What Works Wednesday – Graduating Clients and Implementing Surge With Chris Michalman

Worlds to Conquer – Defining Value With Your Team

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

Join our Program

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Follow Up Friday – What If You HAD To Double Your Productivity?!?

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

Contact Us

Join our Program

Who referred you?