THE PERFECT RIA

Action items from this week’s episodes.

Recommended Podcast

Value Beyond The Meeting [Episode 305]

Unlocking client value beyond meetings.

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The Value-Add Ladder and Exit Strategies of the Ultra-Successful

Ranking value adds and understanding your business exit.

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Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino

The new era of practice valuations.

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