THE PERFECT RIA |Rockstar Teams, Trainings, and Career Enterprise Value

Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you considered how to maximize your career enterprise value? And how on earth do you create a rockstar team that is on board with your big goals? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

How To Train Your Team [Episode 214]

Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond

My Team S*&!S

Recommended Podcast

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

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