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
How Investments Work With Your Clients [Episode 255]
Prioritizing communication over an investment-centered mindset.
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Strategic Client Onboarding and Enhancing Tax-Related Value
Structured onboarding and tax planning strategies.
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Creating Value Adds from the Tax Return
Maximize tax season value with surge periods and collaboration.
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