THE PERFECT RIA |Too Many Clients, Core Values, and Bad Leaders

Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Are 50 Clients Too Many? [Episode 210]

Core Values With Guest Ross Welte

Leaders You Shouldn’t Follow

Recommended Podcast

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

How understanding your core values improves your life.

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Building a sustainable practice.

Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

Creating memorable experiences for your clients.

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