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

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Why Two Advisors Decided to Spill Their Secrets

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Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

The evolution of The Perfect RIA podcast.

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Estate Planning: From Checkbox to Cornerstone

Client engagement and setting expectations with estate planning.

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