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 Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

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Encore Episode: You Thought It Would Be Easy…

Embrace Rejection and Risk

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How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan

Don’t wait till you’re 102

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