It’s summer, and you’re outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today’s episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you’re hyper-focused so you can create and maintain your lifestyle practice.

Recommended Podcast

Decoding Financial Advisory Roles With Brad Wooten

I backed into intentionality.

See More

Confidence Comes From Repetitions  [Episode 359]

You don’t really know your value

See More

Capital Deployment and Growth Strategies With Peter Velardi

Now is the time, we’re at peak M&A values

See More

Contact Us