Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Is It a Trivial Matter?
02:22 • 2min
Client Financial Planning - Is Your Call Important?
04:18 • 2min
Is Your Team Not Getting the Results You Want?
06:34 • 2min
How to Make Onboarding Work for You
08:40 • 4min
How Do We Know What Works?
12:12 • 2min
The Perfect RA Podcast
14:05 • 3min
Are You Really Studying the Expectation Again on Financial Planning?
16:45 • 2min
Is the Primary Person Answering the Phone?
18:24 • 2min
How Do You Block Numbers Cool?
20:25 • 2min
Zoom Meetings - What's Going On?
22:06 • 2min
Podcast for RAs
24:33 • 1min
TPR Principles Are Changing the Nation
25:56 • 3min


