THE PERFECT RIA |Follow Up Friday - What To Do When You're Out Of The Office

Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor’s perfect week outside of surge? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What To Do When You’re Out Of The Office [Episode 198]

What Works Wednesday – Education Planning With Guest Fred Amrein

Worlds to Conquer – 10X Your Practice – A Financial Advisor’s Perfect Week

Recommended Podcast

The Devil’s in the Details: Mastering Professionalism and Digital Discipline

Professionalism and intentional living in a distracted world.

Is This The Grind?

Setting the tone for your team.

Yes, It Is Your Dress [Episode 278]

Leading by example: setting high standards for your team.

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Follow Up Friday – What To Do When You’re Out Of The Office

Recommended Podcast

The Devil’s in the Details: Mastering Professionalism and Digital Discipline

Is This The Grind?

Yes, It Is Your Dress [Episode 278]

Contact Us

Join our Program

Who referred you?