THE PERFECT RIA |Worlds to Conquer - Surge And Questions For Your Team

You can’t assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today’s episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She’ll share three questions that you can ask them that will deliver a better experience to your clients.

Recommended Podcast

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.

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

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

Worlds to Conquer – Surge And Questions For Your Team

Recommended Podcast

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Contact Us