Managing Your Practice

Recently, Ben Slater was featured on Dimensional’s “Managing Your Practice” podcast, sharing his thoughts on leveraging scale and taking your practice to the next level.
A Five-Step Plan for Authentic Client Conversations

Paul Ragone of Integrity Wealth Services in Knoxville, Tennessee, talks about overcoming his fear of growth, the method behind his five meeting client experience process and how he created an in-house one-stop-shop for client services.