THE PERFECT RIA |10Xing, Technology, and Toxic Charity

Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you’re delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it’s helping others? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Trying To 10X? Just Do The Work! [Episode 212]

Leveraging Technology With Guest Ben Goss

Charity Is Toxic?

Recommended Podcast

The Art of Selling- Mastering Communication for Sales Success for People in Finance

Setting the tone for your team.

From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

The power of intentionality in an advisor’s day.

Unique Abilities and Unbreakable Rules for Advisor Success

Crafting your unique value and leadership essentials.

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