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

Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

Mastering the little things for success.

A Tangent with Floyd Shilanski

The heart of financial advisory.

Learning Opportunity or Time To Go [Episode 279]

The Consequences of Failing to Set Clear Boundaries

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Decoding Value, Compliance Insights, and Leadership Guidance

Recommended Podcast

Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

A Tangent with Floyd Shilanski

Learning Opportunity or Time To Go [Episode 279]

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