Podknife - Follow Up Friday - The Goal Of The Perfect RIA by The Perfect RIA

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Follow Up Friday - The Goal Of The Perfect RIA

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 |: Jan 27, 2023
Episode Duration |: 00:12:45

Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you’re doing isn’t working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week’s episodes.

Listen to this week's podcasts:

The Goal Of The Perfect RIA [Episode 188]

What Works Wednesday - Deal Structures and Trends In The M&A Market

Worlds to Conquer - Getting Uncomfortable With Your Goals

http://bit.ly/3CS2jP7

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