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

What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris

Why you need to get uncomfortable to take your practice to the next level.

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Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]

Using technology to improve the client experience.

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Follow Up Friday – What If You HAD To Double Your Productivity?!?

Stop wishing for more time and make small changes for a big impact on your productivity.

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