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

100 Reasons Prospects Say No [Episode 326]

It’s you, not them.

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Encore Episode: How To Train Your Team

The importance of team training.

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The Importance of De-risking Your Practice With Ted Jenkin

You can’t negotiate your own deal

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