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

Understanding Valuation Trends in Today’s Market With John Poole

Details make a big difference

See More

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

Contact Us