When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today’s episode, Matt is joined by Nick Covyeau of Swell Financial to share his experience during his first year of starting his RIA. Nick will share the importance of determining and focusing on your niche, as well as how he’s focusing on client onboarding and creating meeting standards for both clients and prospects. Nick will also share how he uses video messaging to personalize the advice for his clients.
Why you need to get uncomfortable to take your practice to the next level.
See MoreUsing technology to improve the client experience.
See MoreStop wishing for more time and make small changes for a big impact on your productivity.
See More