THE PERFECT RIA |Follow Up Friday - Delegation: When It Works And When It Doesn’t

Do you realize that you’re already delegating the majority of items in your life? Have you paid attention to how you’re talking to your clients by replacing the word ‘marshmallow’ anytime you use industry jargon, and do you create so much value that your clients are excited to talk about you to their friends? Listen in as Amber recaps this week’s highlights and action items.

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Dodging IRA Disasters and Fostering Team Synergy

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

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

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Follow Up Friday – Delegation: When It Works And When It Doesn’t

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]

Contact Us