THE PERFECT RIA |The Perfect RIA November 2018 - THE PERFECT RIA

The Perfect RIA November 2018

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1 – Hyper effective – Time Blocking 3 Topics Sample Lesson

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Lesson Content

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Control of your Calendar

Time Management

Setting Expectations

2 – How to run your business like a business

3 – Advanced business planning with featured guest: Coach Joe Lukas

4 – Better client communication

5 – Client tax returns: How to read them and help clients optimize tax benefits

6 – Marketing: how to develop your brand with featured guest: Matt Ledoux

Marketing: how to get the most out of COI’s

How to conduct the best prospect meeting where 60-70% of people say, “no”

Staffing tips and how to get ahead by outsourcing

Family Time: how to get the family on board

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