THE PERFECT RIA |Quantifying Success, Recruitment, and Effective Leadership

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

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.

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

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Quantifying Success, Recruitment, and Effective Leadership

Recommended Podcast

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

Bad Ways to Answer Clients [Episode 256]

Crafting Your Investments and Marketing Communication

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