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

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

See More

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]

You can’t lose by learning early.

See More

Contact Us