THE PERFECT RIA |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

Worlds to Conquer – Goals And Productivity

Recommended Podcast

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

How Relationships Fuel Growth and The Role of Accountability

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Follow Up Friday – Why Is Playing Office Such An Evil?!?

Recommended Podcast

Creating Value Adds from the Tax Return

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

How Relationships Fuel Growth and The Role of Accountability

Contact Us

Join our Program

Who referred you?