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

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Another myth bites the dust

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Encore Episode: Tips from the Trenches – Taxes

figuring out a client’s taxes

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Tax Planning at Scale [Episode 339]

Are we making progress?

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