2min chapter

The Perfect RIA cover image

Worlds to Conquer - 10X Your Practice - A Financial Advisor’s Perfect Week

The Perfect RIA

CHAPTER

How to Build Out One Page Financial Plans

We want to build out the one page financial plans so if you're an evictus member or backstage past member here at the perfect ra then you know what our one page plan looks like. Once we are done building out those one page plans we'll review any processes is anything being bottlenecked in our department that we need to get done. We look at our processes and we say okay who where's this ball ping ponging back and forth? If it's on your side of the table you need to get it done and advance it. Then we're going to round out the day with doing email check-in and remember when we haveEmail check-in we're doing do delegate or

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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