THE PERFECT RIA |Financial Undressing, Team Building, and Taking Criticism

Are you connected with others who have the same mindset as you that can help you understand what’s really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Financial Undressing Matters [Episode 208]

Team Building For Financial Advisors With Guest Christine Timms

Taking Criticism

Recommended Podcast

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

When Marketing Works

Being strategic with your marketing and content calendar.

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