Podknife - Decoding Value, Compliance Insights, and Leadership Guidance by The Perfect RIA

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Decoding Value, Compliance Insights, and Leadership Guidance

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Sep 08, 2023
Episode Duration |: 00:11:30

Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions. Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process. How consistent are you with your practice and guiding the next generation towards leadership and positive influence? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

STOP Delivering Value! [Episode 220]

Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley

You May Be The Problem

https://bit.ly/3qI9oP9

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