Coverbild der Sendung CSA to RIA Operator

CSA to RIA Operator

Podcast von Joe Moss

Englisch

Business

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Mehr CSA to RIA Operator

Exploring the skills, tools, and knowledge required to transform from CSA to RIA Operator and 2-3x your income in the process. The average total comp. of a CSA is $68,000. For an Operations Manager, this is $120,000 and for a COO - $200,000. The purpose of this podcast is to explore the journey from CSA to RIA Operator. - What skills do they need to acquire - What tools should they have in their toolbelt - What frameworks should they know - What knowledge/experiences should they have "If one does not know to which port one is sailing, no wind is favorable" ~Seneca

Alle Folgen

9 Folgen

Episode Ep 008: Most effective tactic available Cover

Ep 008: Most effective tactic available

The ability to teach more than one person at a time how to do a specific task/skill is M.E.T.A. When you document how you do something and organize it for others to follow, you have become a teacher. If you teach one person, that's risky; if you record your teaching and organize it into YourFirmOS, you are teaching many people, possibly even people you may never meet. Someday you may move on to another firm and build YourNextFirmOS... and YourFirmOS will continue to provide value to the owner, your co-workers and new team members for years to come. Get started with Skool [https://www.skool.com/refer?ref=4ec1b5565bbb4ee5b5ff5eb1cd686f58]. Subscribe on LinkedIn [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7033971897616781312]

17. Apr. 2023 - 4 min
Episode Ep 005: Who can help me achieve this? Cover

Ep 005: Who can help me achieve this?

"There are a couple of the gals that we've hired in the last couple of years who have been in horrific and I think abusive work situations..." Nancy Knous, CFP®, CFS™ [https://www.linkedin.com/in/ACoAAAFvemwBVuRmNhRn71ljd4ZinT0aFOCA0ks] This comment from the latest Michael Kitces [https://www.linkedin.com/in/ACoAAAAiXW4BVdty-aNqzmqbQiT6oQg6_bvtTTA] podcast struck me, and struck me hard. For one, because I've worked for an advisor like this, and also worked with several other people in this industry who have a similar story. It's possible you are working in a situation like this right now. You might be telling yourself "its not that bad, I'm exaggerating..." If you cry during or after work, can't sleep well at night, and dread going into the office... you're not exaggerating. The reason I started with this is that "who" you're working with is as important as any "how" on the journey from CSA to RIA Operator. Subscribe on LinkedIn [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7033971897616781312]

24. März 2023 - 3 min
Super gut, sehr abwechslungsreich Podimo kann man nur weiterempfehlen
Super gut, sehr abwechslungsreich Podimo kann man nur weiterempfehlen
Ich liebe Podcasts, Hörbücher u. -spiele, Dokus usw. Hier habe ich genügend Auswahl. Macht 👍 weiter so

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