Regulate THIS!

Regulate THIS!

Welcome to Regulate THIS! a RIA-ly Unfiltered Podcast. Hosted by industry legend Leila Shaver, founder of My RIA Lawyer and Business Guru Tracie Behr. Join Leila and Tracie as they dive deep into the world of Registered Investment Advisors (RIAs), exploring the challenges, triumphs, and real stories behind the scenes. ”Regulate THIS!” provides a candid and insightful look at the RIA landscape, empowering listeners to navigate the complexities of regulation with confidence. Tune in for honest conversations and actionable insights that will transform the way you think about compliance and regulation in the financial advisory space.

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Avsnitt(33)

Get Ready For Season 3 Of Regulate THIS!

Get Ready For Season 3 Of Regulate THIS!

Thanks so much for joining Leila & Tracie for Season 2 of Regulate THIS!! Tune into Season 3 starting in October. And don't forget to check out My RIA Lawyer's Youtube, Blogs, Compliance University an...

5 Sep 202546s

Business Planning 101

Business Planning 101

It's that time year again, September is the business planning month. Join Leila & Tracie as they deep dive into what YOU need to do to ensure your business is on track and you have a plan that will gr...

22 Aug 202539min

Referrals Done Right

Referrals Done Right

Join Tracie and Leila as they discuss practical and fun ways to grow your business through word-of-mouth.

1 Aug 202527min

How to Win Millennials and Gen Zs

How to Win Millennials and Gen Zs

Join Tracie & Leila as they chat about creative ways to appeal to younger clients without feeling out of touch.

18 Juli 202531min

Dealing with Complaints Like a Pro

Dealing with Complaints Like a Pro

Join Tracie and Leila as they set you on the right path for turning complaints into opportunities for stronger relationships with your clients.

4 Juli 202529min

Talking Clients Off the Ledge

Talking Clients Off the Ledge

Let's join Tracie & Leila as they jump into psychology-backed strategies for handling market turbulence.

20 Juni 202530min

The Art of the Client Experience

The Art of the Client Experience

Join Leila & Tracie as we dive into season two of Regulate THIS! Today's episode includes tips to wow your clients, even in tough times. Learn quality tactics from the industry leaders on how to take ...

6 Juni 202539min

Goodbye Season 1 - Hello Season 2

Goodbye Season 1 - Hello Season 2

That's a wrap on Season 1 of "Regulate THIS"! We want to extend our sincere thanks to all our listeners who joined us as we navigated the complex and often surprising world of regulations across indus...

16 Maj 202539s

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