The Perfect RIA Location, Location, Location [Episode 227]
Oct 23, 2023
32:32
It's October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their strategies and systems, and it's a prime opportunity to validate existing systems and compile a wishlist for refining strategies for the next surge.
They're also calling out common traps advisors fall into around moving the needle and pushing your business forward. But if those traps are truly traps and only give you small advantages, then what is the true one thing that will help your practice improve? Listen in for the big reveal that will help you stay aligned with your personal and professional goals.