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

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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Decoding Value, Compliance Insights, and Leadership Guidance

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

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