PLAY PODCASTS
When You Make Too Many Exceptions [Episode 121]
Season 1 · Episode 121

When You Make Too Many Exceptions [Episode 121]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

August 9, 202128m 54s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be discussing the importance of evaluating the exceptions you are making in your firm so that you can avoid wasting your time, money, and resources.

You can find show notes and more information by clicking here: https://bit.ly/3rSzGua