Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you’re doing isn’t working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week’s episodes.
Listen to this week’s episodes:
The Goal Of The Perfect RIA [Episode 188]
What Works Wednesday – Deal Structures and Trends In The M&A Market
Where do you fall on delivering tax value to your clients?See More
If your work isn’t hyper-intentional, you’re just playing office.See More