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

Encore Episode: How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

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Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

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Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

elements that can make or break a potential sale

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