THE PERFECT RIA

Setting expectations and tone with your team to make surge as efficient as possible.

Recommended Podcast

Discipline Equals… Money? [Episode 335]

Everything has a price!

See More

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms

Using delegation to help grow your client base.

See More

Hiring an Executive Assistant With Karen Stewart [Episode 334]

If a mistake is made, own it.

See More

Contact Us