THE PERFECT RIA |Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Stacking The Odds In Your Favor [Episode 207]

The Value Of Writing A Legacy Letter With Guest Blake Brewer

You Didn’t Hire Idiots

Recommended Podcast

From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

The power of intentionality in an advisor’s day.

Unique Abilities and Unbreakable Rules for Advisor Success

Crafting your unique value and leadership essentials.

What Rules Apply And To Who? Leaders Answer

Setting the tone for your team.

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