THE PERFECT RIA |Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]

What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris

Worlds to Conquer – Surge: Schedules and Teams

Follow Up Friday – Best Communication Tips – You CAN Teach An Old Dog New Tricks

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

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Follow Up Friday – Best Communication Tips – You CAN Teach An Old Dog New Tricks

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

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