AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
The Perfect RIA
Peer Insights and Strategic Planning for Advisor Growth
Exploring the significance of learning from experienced peers and upgrading clients for better service quality and alignment with values. Action items are provided to analyze revenue and client relationships, with a call to support industry transformation by sharing the podcast and giving feedback.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode