THE PERFECT RIA |Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse

Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be proactive and find fulfillment? And have your goals died this month, or are you ready to take action towards 10Xing your practice? Listen in as we recap this week’s highlights and action items.

The Perfect RIA Nation Power Session – March 29, 2023 – Save Your Spot Today!

Listen to this week’s episodes:

Lifestyle Is Worth Less Than Wirehouse [Episode 194]

What Works Wednesday – Finding Fulfillment With Coach Brett Baughman

Worlds to Conquer – Are You Ready To 10X Your Practice?

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

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!

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Follow Up Friday – Lifestyle Is Worth Less Than Wirehouse

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?