THE PERFECT RIA |Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Stacking The Odds In Your Favor [Episode 207]

The Value Of Writing A Legacy Letter With Guest Blake Brewer

You Didn’t Hire Idiots

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.

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