THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Set specific and actionable goals that are not just aspirational.
  • Focus on activities that produce results and align with your strengths.
  • Track prospect nos to identify areas for improvement in your value proposition.
  • Consider using a virtual assistant to help with marketing tasks and project management.
  • Help younger people set their own goals and provide guidance and accountability.
Table of Contents

In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.

Resources In Today's Episode:

– Prospect Process – Why Prospects Say No [Episode 238]
– Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
– Empowering Futures: Goal-Setting Strategies for Young Adults

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