THE PERFECT RIA

Multiplication by Subtraction by Shannon Waller

Recommended Podcast

The Complexity Curve with Guest Paul Saganey

Asking thought-provoking questions and the art of visualizing and addressing client challenges.

See More

Throwback: Asking Questions That Matter For Estate Planning

How to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.

See More

Mastering Communication, Delegation Secrets, and Personal Growth

Mastering communication skills to impact your client and prospect meetings.

See More

Contact Us