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

Stop Defending Your Head Trash! [Episode 343]

You are choosing to lose

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The Software Dilemma in Financial Planning [Episode 342]

We all need the fundamentals

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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

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