Would you rather learn from someone who is a so-called expert or someone who truly knows what they’re talking about and is willing to be transparent about what does and doesn’t work? On today’s Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business.
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
See MoreHow to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
See MoreMastering communication skills to impact your client and prospect meetings.
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