Follow Up Friday – Why Is Playing Office Such An Evil?!?
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
Recommended Podcast
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
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Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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Navigating The M&A Landscape With Jessica Polito [Episode 310]
Just keep doing what you’re doing
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