THE PERFECT RIA |Follow Up Friday - What To Do When You're Out Of The Office

Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor’s perfect week outside of surge? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What To Do When You’re Out Of The Office [Episode 198]

What Works Wednesday – Education Planning With Guest Fred Amrein

Worlds to Conquer – 10X Your Practice – A Financial Advisor’s Perfect Week

Recommended Podcast

Bitcoin [Episode 284]

Communicating with clients on risky moves.

Leveling Up Leadership and Letting Go of Limits

Dilemmas with delegation and cultivating your inner circle.

Whose Table Do You Want a Seat At?

Championing your own life.

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

First Last

CAPTCHA

Follow Up Friday – What To Do When You’re Out Of The Office

Recommended Podcast

Bitcoin [Episode 284]

Leveling Up Leadership and Letting Go of Limits

Whose Table Do You Want a Seat At?

Contact Us

Join our Program

Who referred you?