THE PERFECT RIA |Follow Up Friday - 10X Your Practice By Going Old School

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.

Recommended Podcast

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

The value of delegating bookkeeping to a professional

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

How understanding your core values improves your life.

Fire Them Already!

Building a sustainable practice.

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!

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Follow Up Friday – 10X Your Practice By Going Old School

Recommended Podcast

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

Fire Them Already!

Contact Us

Join our Program

Who referred you?