2min chapter

The Perfect RIA cover image

Moving The Needle [Episode 196]

The Perfect RIA

CHAPTER

How to Tell if You're Playing Office

The way I can immediately tell an advisor is playing office is their prospecting sucks. For me, it was always contact five a week. If you crush all the things you need to do and you want to go play a little office, knock yourself out,. We all do it at some point, but it's about being hyper intentional about it.

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