skinny.

Latest / The Perfect RIA

Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

In this recap episode, we're sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structured schedules are not just organizational tools but powerful catalysts for boosting productivity. Another key takeaway was the quality over quantity approach in client interactions and how being open to continuous learning and delivering genuine value holds more significance than sheer volume, fostering stronger and more meaningful client relationships.

On Wednesday, we welcomed HR professional…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.