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Are you ready to forge stronger client relationships and make your expertise resonate? The Intelligent Investor Podcast – RIA Insights is your platform to connect meaningfully with clients and prospects alike. We know you’re balancing regulations, meetings, and market analysis, leaving little room to focus on storytelling. But sharing your insights and experiences doesn’t require a complex marketing strategy or a big production team—it only takes your voice. This podcast offers a space for Registered Investment Advisors (RIAs) to step away from traditional marketing noise and into authentic conversations that spotlight your values and expertise. Build trust, foster client loyalty, and inspire confidence as you share stories that truly matter. Why tune in? 1.Highlight your expertise in a relatable, human way. 2.Engage thousands of listeners actively seeking advisors like you. 3.Build deeper connections that turn clients into long-term advocates. Trust grows where stories inspire. Start making yours heard today. Visit: mtr.bio/shannonrobnett
Episodes
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
In this episode, we're breaking down the crucial concept of due diligence. Have you ever wondered why it's spoken about with such reverence? Shannon shares his personal experiences and valuable insights, shedding light on the importance of conducting thorough assessments when it comes to property inspections, legal reviews, financial analysis, and more. Tune in as we explore the consequences of neglecting due diligence, uncover essential steps in the process, and learn from the lessons that gleaned along the way. Join us as we unveil the secrets behind this powerful tool and discover how it can literally save you millions.
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