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.
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 MoreJust keep doing what you’re doing
See MoreMatthew will share how to double your success in the four areas of practice success.
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