It’s summer, and you’re outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today’s episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you’re hyper-focused so you can create and maintain your lifestyle practice.

Recommended Podcast

The Power of Experimentation in Financial Planning With Art Turock [Episode 338]

What is a latent need?

See More

Encore Episode:The Godfather: Michael Kitces

How do you find really good team members?

See More

Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]

The basics are almost never being handled

See More

Contact Us