THE PERFECT RIA |Follow Up Friday - What If You HAD To Double Your Productivity?!?

What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What If You HAD To Double Your Productivity?!? [Episode 189]

What Works Wednesday – Graduating Clients and Implementing Surge With Chris Michalman

Worlds to Conquer – Defining Value With Your Team

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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Follow Up Friday – What If You HAD To Double Your Productivity?!?

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

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Join our Program

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