THE PERFECT RIA |Getting Your TEAM On Board [Episode 42]

When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on how to address your team’s fears and questions, while also sticking to your convictions.

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Easy! The Starter Kit – One Page Financial Plan, 5 Mistakes Keeping You From Getting More Clients & How to Stop Playing Office

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