Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
The Perfect RIA
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Navigating Changes and Objectivity in Firm Evaluation
This chapter focuses on the significance of communicating changes within a firm, comparing services to industry standards, and seeking external perspectives for objective evaluation. It highlights the importance of aligning team members with changes, addressing client concerns, and the value the firm offers, while underscoring the challenge of being objective and the benefit of external feedback.
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