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
Sticking with a prospect process that works.See More
Setting expectations with your clients on unlimited access within your company.See More
Creating forcing mechanisms to help you stop playing office.See More