THE PERFECT RIA |Mastering Communication, Delegation Secrets, and Personal Growth

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.

Resources In Today's Episode:

– How To Get More At-Bats [Episode 231]
– Delegating for Success with Guest Karen Stewart
– Showin’ Up For A Fight

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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Mastering Communication, Delegation Secrets, and Personal Growth

Resources In Today's Episode:

Recommended Podcast

Bad Ways to Answer Clients [Episode 256]

Crafting Your Investments and Marketing Communication

When Marketing Works

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