Thought Leadership

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My Boss Falls Asleep When I Meet With Him

Added on February 2020 in Thought Leadership

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Summary: This might seem like an odd question to pose, but I am frustrated and not sure what to do. Our lead advisor is generally a great guy, very kind and fun. In a group setting he is gregarious and upbeat and always goes out of his way to make all of us feel special and appreciated.

Your Personal Connection to the RIA Match Platform

Added on December 2019 in Thought Leadership

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Summary: My name is Bill McGuire and I am RIA Match's Director of Strategic Business Development, with over a decade of experience working with RIAs. I'm editor for Knowledge and Insights Digest and My Story weekly subscriber blog. If you haven't written your 'My Story' yet or have a platform question, email me at support@riamatch.com

Michael Kitces' #FASuccess Podcast: Getting Comfortable With Sales With Beverly Flaxington

Added on November 2019 in Thought Leadership

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Summary:[podcast] Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect.