THE PERFECT RIA |Walls, Right Fits, And What Will Get You Fired

Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you’re setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

https://theperfectria.com/podcast/205

The Right Value And The Right Clients with Guest Jason Speciner

What Gets You Fired

Recommended Podcast

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

Structuring your client onboarding process.

How Relationships Fuel Growth and The Role of Accountability

How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

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Walls, Right Fits, And What Will Get You Fired

Recommended Podcast

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

How Relationships Fuel Growth and The Role of Accountability

How Are You Accountable When You Make a Client Mistake?

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