THE PERFECT RIA |Decoding Value, Compliance Insights, and Leadership Guidance

Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions.
Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process.
How consistent are you with your practice and guiding the next generation towards leadership and positive influence?
Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

STOP Delivering Value! [Episode 220]

Sunlight Is The Best Disinfectant – Compliance Talk with Guest Chris Stanley

You May Be The Problem

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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Decoding Value, Compliance Insights, and Leadership Guidance

Recommended Podcast

Enhancing Client Communication and Interactions

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

Bad Ways to Answer Clients [Episode 256]

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