THE PERFECT RIA |Worlds to Conquer - Goal Setting: Email And Chat

Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does this help your team do the same? In today’s episode, Jamie shares the reason for boundaries and why you need to be purposeful with your time. She’ll also share why you need to help your team members be intentional with their day and not let notifications and messages distract and interrupt their productivity.

Resources In Today's Episode:

Indistractible by Nir Eyal

Recommended Podcast

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

How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

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Worlds to Conquer – Goal Setting: Email And Chat

Resources In Today's Episode:

Recommended Podcast

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

How Relationships Fuel Growth and The Role of Accountability

How Are You Accountable When You Make a Client Mistake?

Contact Us