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

Encore Episode: So Is This What You Do In YOUR Practice?

Learning from conferences, asking the right questions

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The Importance of Risk Management in Financial Planning With Justin Smith  

Today’s the youngest you’re going to be!

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Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]

You have no idea what you’re capable of!

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