Driving your Registered Investment Adviser (RIA) toward the eight-figure exit demands a strategic approach that balances your growth aspirations with operational efficiency. In my last entry, I discussed why decentralization is a necessity for those seeking true value growth. Today, I’m going to continue by discussing one of the more practical aspects of decentralizing. After all, in order to decentralize, you must have confidence that your RIA can continue to grow without you actively working in it. So, join me as I unpack four strategies you can implement to close more leads even when you’re no longer involved in the daily operations! Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (0:13) Part one recap (3:06) How do you maintain momentum in your absence? (3:57) Sales tracking (11:26) What are we going to track in the process? (14:30) Lead analysis (22:55) How do you […]
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