Podknife - Follow Up Friday - What To Do When You're Out Of The Office by The Perfect RIA

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Follow Up Friday - What To Do When You're Out Of The Office

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 |: Apr 07, 2023
Episode Duration |: 00:14:27

Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor’s perfect week outside of surge? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

What To Do When You're Out Of The Office [Episode 198]

What Works Wednesday - Education Planning With Guest Fred Amrein

Worlds to Conquer - 10X Your Practice - A Financial Advisor’s Perfect Week

http://bit.ly/3FK5UQD

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