How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started their own RIA? Have you taken an inventory of repeatable processes, and what plans are you taking to achieve your goals? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Is Playing Office Such An Evil?!? [ Episode 187]

What Works Wednesday – Insight Into The First Year Of An RIA With Nick Covyeau

Worlds to Conquer – Goals And Productivity

Recommended Podcast

The Longevity Factor in Retirement With Brian Smith

Income planning is broken

See More

The Integrity of Meeting Timeliness [Episode 346]

A failure to plan is a plan to fail

See More

Client Retention Strategies With Shelby Nicholl [Episode 345]

It’s not impossible to do

See More

Contact Us