The Perfect RIA

Common pitfalls advisors stumble into in their desperate search to grow their practice and the one simple solution you’re overlooking. #advisors

Let’s look at the most common metrics recognized in the industry and the one value you should be tracking above all others. #advisors #growth

You can use meetings to leverage lifelong, mutually beneficial relationships with clients by taking just a few simple steps. #advisors #meetings

Most of our job—if not all of it— should focus on finding ways to direct the client’s attention to what matters. #advisors #growth

Knowing your practice’s actual worth, not the emotional worth, can help you make better business decisions. #advisors #growth

Myths surrounding Surge that we want to dispel for any advisor still holding out on this best practice that’s revolutionizing our industry. #advisors

Discover how strategic calendar management can reshape your client relationships and industry impact. #advisors

How to overcome hurdles in getting client tax returns and how to make basic tax projections to deliver massive value to your clients. #advisors #taxes

there are also internal expectations you need to set—especially around prospecting. #advisors #growth #clients

You’re out there, talking with people, trying to build new relationships, and providing even more value to your clients. #advisors #sales

You can tell when an advisor is about to be a clown when they throw in a because after sharing how many clients they have. #time