Follow Up Friday – How Surge Works For New Relationships And Clients
Recapping this week’s episodes and action items to implement right away.
Recommended Podcast
Follow Up Friday – The Goal Of The Perfect RIA
Having open and authentic conversations about your practice
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Worlds to Conquer – Getting Uncomfortable With Your Goals
Making your family a part of your goals.
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What Works Wednesday – Deal Structures and Trends In The M&A Market
Planning for a practice succession.
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