Click to Play

We’re recapping Matt and Micah’s discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push, and the need for hard-hitting, factual data. Next, we’ll share executive recruiter Yosef Colish’s secrets of talent acquisition and retention in the fiercely competitive RIA landscape to keep your talent pool secure and thriving. Lastly, we’ll share how Jamie deals with those frustrating times of being ignored when offering sound advice and how understanding team behaviour through tools like DISC aids in effective communication and leadership styles.

Listen to this week’s episodes:

Measure What Really Matters? [Episode 225]

Recruitment Strategies and Talent Retention with Guest Yosef Colish

You’re Pi$$ing Me Off – Part 1

Recommended Podcast

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

The value of delegating bookkeeping to a professional

See More

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

How understanding your core values improves your life.

See More

Fire Them Already!

Building a sustainable practice.

See More

Contact Us