THE PERFECT RIA |Rockstar Teams, Trainings, and Career Enterprise Value

Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you considered how to maximize your career enterprise value? And how on earth do you create a rockstar team that is on board with your big goals? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

How To Train Your Team [Episode 214]

Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond

My Team S*&!S

Recommended Podcast

Enhancing Client Communication and Interactions

Answering questions with confidence and understanding from experience.

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

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