THE PERFECT RIA |Worlds To Conquer - Chasing Money VS. Delivering Massive Value

Are you so focused on money that it’s your primary objective in your career as a Financial Advisor? If so, you’ll never be satisfied with your goals. On today’s episode, Jamie talks through the main questions you need to ask yourself in order to ensure you’re focused on delivering so much value that the money starts chasing you.

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

Contact Us

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name

First Last

CAPTCHA

Worlds To Conquer – Chasing Money VS. Delivering Massive Value

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Contact Us