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

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

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Worlds to Conquer – Goal Setting: Email And Chat

Resources In Today's Episode:

Recommended Podcast

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Bad Ways to Answer Clients [Episode 256]

Crafting Your Investments and Marketing Communication

Contact Us