3min chapter

The Perfect RIA cover image

Improving Through Mentorship And Practice With Brady Bassford

The Perfect RIA

CHAPTER

How to Have More Effective Conversations With Clients

Brady O'Neill: It's only the things that we act on that count. Action items include reading 10 pages a day and practicing your presentation. He says seek mentorship no matter where you're at in the game. "This is a tax legal or investment advice, it isn't our intent to change lives"

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