THE PERFECT RIA |Follow Up Friday - Do You Even Have Credibility?

Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at your environment and focus on the barriers, or are you pushing forward and implementing any change to improve your practice and your life? What’s your worth? Have you taken the time to look at who you serve and who you want to become? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Do You Even Have Credibility? [Episode 202]

What Works Wednesday – Working Past Limitations With Guest David Edmisten

Worlds To Conquer – Chasing Money VS. Delivering Massive Value

Recommended Podcast

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.

Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]

The difference between goals and fantasies.

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 – Do You Even Have Credibility?

Recommended Podcast

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

Fire Them Already!

Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]

Contact Us

Join our Program

Who referred you?