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

Encore Episode: You Said What In A Client Meeting?!

Setting your client and yourself up for success with clear communication.

See More

Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

See More

Encore episode – Client Segmentation

The importance of being intentional with your decisions in business.

See More

Contact Us