Walls, Right Fits, And What Will Get You Fired
Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you’re setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
https://theperfectria.com/podcast/205
The Right Value And The Right Clients with Guest Jason Speciner
Recommended Podcast
The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Humble Advisor: Learning from Others
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Financial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value.
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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
Common Mistakes in Practice Valuation
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