Do you assume that if someone is successful and things look easy for them or do you realize they’ve been putting the reps in? Do you consider yourself a proactive advisor who educates your clients and ensures they feel confident with you? Are you ready to learn more about The Perfect RIA’s coaching program? Listen in as we recap this week’s highlights and action items. Listen to this week’s episodes.

10X Your Practice By Going Old School [Episode 197]

What Works Wednesday – Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

Worlds To Conquer – What Is BackStage Pass?

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Back By Popular Demand  [Episode 353]

It’s not what you know, it’s what you do.

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The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt

Creating a Community for Dads

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Process Over Guesswork: The Path to Master Prospecting [Episode 352]

“I was doing an objectively terrible job.”

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