Click to Play

On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice.
On Wednesday, Matt was joined by Karen Stewart, who highlighted how virtual assistants can handle tasks like email, calendar management, and even process documentation, freeing up advisors to focus on their strengths.
Thursday, Jamie shares valuable insights about not engaging in every confrontation and finding the right people to collaborate with, and the importance of not allowing negative thoughts to limit your potential.
Tune in as we recap highlights and action items from personal development to improving your professional skills.

Recommended Podcast

Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

See More

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

See More

Encore episode – Double Your Practice

Matthew will share how to double your success in the four areas of practice success.

See More

Contact Us