The Perfect RIA
Why Advisors Lose Clients
August 01, 2024
In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fi
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew J
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