Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott9 months ago

89:59

Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage9 months ago

89:46

Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos9 months ago

90:00

Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar8 months ago

89:59

Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver8 months ago

90:00

Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About with David Bahnsen8 months ago

90:00

Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch8 months ago

90:00