THE PERFECT RIA |Follow Up Friday - You Are Playing Office, Here’s How To Tell

How often do you find yourself saying that you’re at capacity and how realistic are the numbers you associate with your practice? How do you handle challenging situations as well as overcoming negativity? When you are looking at setting up your goals, how big are those goals, and are you creating a plan to achieve them? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

You Are Playing Office, Here’s How To Tell [Episode 185]

What Works Wednesday – Focusing On Positivity With Rich Chen

Worlds to Conquer – Goal Setting

Recommended Podcast

Enhancing Client Communication and Interactions

Answering questions with confidence and understanding from experience.

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

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Follow Up Friday – You Are Playing Office, Here’s How To Tell

Recommended Podcast

Enhancing Client Communication and Interactions

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Bad Ways to Answer Clients [Episode 256]

Contact Us

Join our Program

Who referred you?