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

Worlds to Conquer – Getting Uncomfortable With Your Goals

Recommended Podcast

The Power of Masterminds with Guest Aaron Walker [Episode 244]

The impact of masterminds on your personal and professional life.

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Crisis Preparedness and Disaster Recovery

Being prepared for emergencies with your family and your team.

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Sinking Ships

Why you need to create and practice disaster recovery.

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