Click to Play

We’re recapping Matt and Micah’s discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push, and the need for hard-hitting, factual data. Next, we’ll share executive recruiter Yosef Colish’s secrets of talent acquisition and retention in the fiercely competitive RIA landscape to keep your talent pool secure and thriving. Lastly, we’ll share how Jamie deals with those frustrating times of being ignored when offering sound advice and how understanding team behaviour through tools like DISC aids in effective communication and leadership styles.

Listen to this week’s episodes:

Measure What Really Matters? [Episode 225]

Recruitment Strategies and Talent Retention with Guest Yosef Colish

You’re Pi$$ing Me Off – Part 1

Recommended Podcast

Encore Episode: You Didn’t Hire Idiots

See More

Creative Deal Structuring for Advisors With Scott DiGiammarino

Did you really just take that deal?

See More

The Power of Experimentation in Financial Planning With Art Turock [Episode 338]

What is a latent need?

See More

Contact Us