The Perfect RIA Stop Lying to Yourself [Episode 27]
May 17, 2019
Advisors often fall into the trap of self-deception, inflating their practice numbers without knowing the true metrics. The importance of integrity and tracking key performance indicators is explored to foster growth and efficiency. The speakers share personal stories about balancing work stress with family dynamics, emphasizing open communication. They introduce four essential rules for embodying integrity and discuss the crucial role of transparency in all relationships. Accuracy in communication is vital, as even small discrepancies can have significant consequences.
Chapters
Transcript
Episode notes