The Perfect RIA cover image

Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]

The Perfect RIA

00:00

The Importance of Role Playing

If you ever work with an advisor, if they get offended by you asking a question, it's time for you to leave. The best way to stop doing it is put a post-it note on your computer or change the lock screen of your phone. Join the Invictus coaching program because that creates a platform for that. Email Tracy at tracy.perfect@cnn.com to get connected with Tracy who can talk about how you can get coached in this area.

Play episode from 30:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app