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

The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

Fit is everything

See More

Exactly What to Say in Client Meetings [Episode 367]

Consistency with your client builds trust

See More

Understanding Client Profitability With Max Holvik

Your financials tell a story

See More

Contact Us