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

The Power of Masterminds with Guest Aaron Walker [Episode 244]

The impact of masterminds on your personal and professional life.

See More

Crisis Preparedness and Disaster Recovery

Being prepared for emergencies with your family and your team.

See More

Sinking Ships

Why you need to create and practice disaster recovery.

See More

Contact Us