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What Works Wednesday With Brendan Frazier

The Perfect RIA

00:00

Are You Taking It to Another Level?

Advisers don't need to be tracking like clients in growth wet we should also track that whel. So what percentage of the advice that you're giving is actually being acted upon and implemented? There's software that can do it on these virtual meetings now. You can upload the hard file into software an it'll break that down for you. How would i recognize, er, how would an adviser recognize in their own practice that they're weak in this air? They've roomf like i cold think ike, if a client comes to me, a prospect comes and they say, jarvis, i have this tack situation, like, i know either i know the answer to that

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