Too Many Clients, Core Values, and Bad Leaders

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Why Are 50 Clients Too Many? [Episode 210] Core Values With Guest Ross Welte Leaders You Shouldn't Follow https://bit.ly/3qM7T2c