Follow Up Friday – The Goal Of The Perfect RIA
Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you’re doing isn’t working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week’s episodes.
Listen to this week’s episodes:
The Goal Of The Perfect RIA [Episode 188]
What Works Wednesday – Deal Structures and Trends In The M&A Market
Recommended Podcast
Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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Navigating The M&A Landscape With Jessica Polito [Episode 310]
Just keep doing what you’re doing
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Encore episode – Double Your Practice
Matthew will share how to double your success in the four areas of practice success.
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