Follow Up Friday – Why Is Playing Office Such An Evil?!?
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
Recommended Podcast
Dodging IRA Disasters and Fostering Team Synergy
Tax planning mistakes and team communication.
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Employees: Following Up or Nagging? Is There a Difference?
The need for consistent and respectful follow-up
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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Why intentional tax planning is necessary.
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