THE PERFECT RIA

Action items from this week’s episodes.

Recommended Podcast

Head Trash: Overcoming Mental Barriers in Advising  [Episode 355]

Focus your conversations on value

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Building a Collaborative Financial Firm With Matthew Daugherty 

The Dangers of Competing on Price

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Why One Percent Is For Discount Advisors?  [Episode 354]

Integrity is key in pricing!

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