12min chapter

The Perfect RIA cover image

Fricken DIY’ers

The Perfect RIA

CHAPTER

Extreme Accountability in Financial Planning

This chapter discusses the concept of extreme accountability in the context of financial planning. They emphasize the importance of focusing on factors that are within one's control, such as raising fees or cutting expenses, rather than relying on others' decisions. They also talk about their closing statistics and the ideal clients they aim to onboard.

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