The RIA space is a highly competitive one. This is exacerbated by the fact that so many people fail to understand what a financial advisor truly is. Therefore, it’s incumbent upon you to take intentional steps to differentiate yourself from the rest of the pack. In this entry, we’re going to explore how you can use competitive research and a holistic assessment of your own firm to gain a competitive edge and move toward an eight-figure exit. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (3:48) Knowing the Destination: The Key to Good Planning (4:52) Business Owners Often Fail to Plan (5:55) Take Inventory of Right Now (6:38) Standard Operating Procedures (8:24) The Key Metrics (9:29) Take a Holistic Assessment of Your Business (12:35) Competitive Analysis (14:04) The Ideal Client (15:12) Listen to Thought Leaders & Business Experts Across Multiple Industries (17:16) The […]
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