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 Real Deal on Investments, Bookkeeping, and Succession Planning

Investments, bookkeeping, and planning for success.

See More


Taking your own advice.

See More

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Delegating bookkeeping to elevate your business.

See More

Contact Us