Podknife - Follow Up Friday - Was 2022 Your Best Year Ever? by The Perfect RIA

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Follow Up Friday - Was 2022 Your Best Year Ever?

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 |: Dec 30, 2022
Episode Duration |: 00:12:12

When you look to your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the day-to-day strategies of your business, and what’s the importance of your time and value? What is important to consider when implementing a transition within your office and communicating that to your clients? Listen in as we recap this week’s highlights and action items.

This week's episodes:

Was 2022 Your Best Year Ever? [Episode 184]

What Works Wednesday - Leading Advisors With Dustin Corrente

Worlds to Conquer - Family Offices Q&A

http://bit.ly/3FqFPoI

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