The Perfect RIA

The Perfect RIA

Category: Talk
Is it possible to have a practice that delivers an amazing client experience while still being incredibly profitable? Is it possible to do this while spending 6+ MONTHS with your family each year? The answer to both is a resounding YES! However building such a practice requires hyper-effectiveness, a team of champions and a professional that is truly exceptional at his trade. This podcast details, step by step, how two independent practices have achieved all this and much more.
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