The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
13 minutes Posted Jan 19, 2024 at 8:00 am.
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In this episode, we’re recapping the critical aspects of maximizing profitability with insights on making your practice not only sustainable but truly profitable. Discover the often overlooked importance of estate planning and how it contributes to the longevity of your success. Dive into the intricacies of hiring and team building, understanding the pivotal role a strong team plays in your business growth. Resources in today’s episode: - Episode Website - What Does Profitability Really Look Like? [Episode 239] - Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison - BS Business Advice About Building Teams