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God Didn't Make Tables!

Jul 6, 2023
31:18
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1
Introduction
00:00 • 2min
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2
The Importance of Surge
02:24 • 2min
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3
How to Get Back on Routine When You've Slipped
04:35 • 2min
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4
Building a Lifestyle Practice for a Registered Investment Advisor
06:47 • 2min
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5
The Importance of Lifestyle Practice
08:50 • 3min
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6
The Importance of Providing Massive Value First
11:38 • 4min
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7
How to Be a Profitable Prospect
15:43 • 4min
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8
The Importance of Being a Guide in Estate Planning
19:48 • 2min
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9
Building a Lifestyle Practice That Delivers Massive Value
21:53 • 4min
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10
How to Be the Change You Want to See Today
26:13 • 5min
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It's summer, and you're outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today's episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you're hyper-focused so you can create and maintain your lifestyle practice.

https://bit.ly/3NHfuYF

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