Some of my most memorable projects as a CSA, Paraplanner, and Ops Manager came when I decided to "think like the owner," many times solving a problem that hadn't been specifically assigned to me.

Frankly, more often than not, the owner/founder is too busy to give direction, implement changes, simplify operations... and this is where you can provide a lot of value.

<a href="https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7033971897616781312">Subscribe on LinkedIn</a>

Some of my most memorable projects as a CSA, Paraplanner, and Ops Manager came when I decided to "think like the owner," many times solving a problem that hadn't been specifically assigned to me. Frankly, more often than not, the owner/founder is too busy to give direction, implement changes, simplify operations... and this is where you can provide a lot of value. Subscribe on LinkedIn

Some of my most memorable projects as a CSA, Paraplanner, and Ops Manager came when I decided to "think like the owner," many times solving a problem that hadn't been specifically assigned to me.

Frankly, more often than not, the owner/founder is too busy to give direction, implement changes, simplify operations... and this is where you can provide a lot of value.

<a href="https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7033971897616781312" rel="noopener noreferrer">Subscribe on LinkedIn</a>

Ep 006: Think like an owner

Exploring the skills, tools, and knowledge required to transform from CSA to RIA Operator and 2-3x your income in the process. The average total comp. of a CSA is $68,000. For an Operations Manager, this is $120,000 and for a COO - $200,000. 

The purpose of this podcast is to explore the journey from CSA to RIA Operator.
- What skills do they need to acquire
- What tools should they have in their toolbelt
- What frameworks should they know
- What knowledge/experiences should they have

"If one does not know to which port one is sailing, no wind is favorable" ~Seneca

Business

Careers

Exploring the skills, tools, and knowledge required to transform from CSA to RIA Operator and 2-3x your income in the process. The average total comp. of a CSA is $68,000. For an Operations Manager, this is $120,000 and for a COO - $200,000. The purpose of this podcast is to explore the journey from CSA to RIA Operator. - What skills do they need to acquire - What tools should they have in their toolbelt - What frameworks should they know - What knowledge/experiences should they have "If one does not know to which port one is sailing, no wind is favorable" ~Seneca

Share Ep 006: Think like an owner

Sign up to save your podcasts

Ep 006: Think like an owner

Ep 006: Think like an owner