THE PERFECT RIA |Surge Abandonment, Content Marketing and Amateur Hour

Would you run a marathon the day you decide to start running? If not, then you’ll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Did Surge Abandon You? [Episode 204]

Content Marketing With Guest Dave Zoller

Amateur Hour

Recommended Podcast

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.

How Relationships Fuel Growth and The Role of Accountability

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