THE PERFECT RIA

Action items following Monday’s episode.

Recommended Podcast

Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

Stacking the odds in your favor when it comes to prospect meetings.

See More

You Didn’t Hire Idiots

Looking at the end goal when training your team.

See More

The Value Of Writing A Legacy Letter With Guest Blake Brewer

How a tragedy created a life mission.

See More

Contact Us