THE PERFECT RIA |Decoding Value, Compliance Insights, and Leadership Guidance

Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions.
Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process.
How consistent are you with your practice and guiding the next generation towards leadership and positive influence?
Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

STOP Delivering Value! [Episode 220]

Sunlight Is The Best Disinfectant – Compliance Talk with Guest Chris Stanley

You May Be The Problem

Recommended Podcast

Bitcoin [Episode 284]

Communicating with clients on risky moves.

Leveling Up Leadership and Letting Go of Limits

Dilemmas with delegation and cultivating your inner circle.

Whose Table Do You Want a Seat At?

Championing your own life.

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name

First Last

CAPTCHA

Decoding Value, Compliance Insights, and Leadership Guidance

Recommended Podcast

Bitcoin [Episode 284]

Leveling Up Leadership and Letting Go of Limits

Whose Table Do You Want a Seat At?

Contact Us