The Perfect RIA

Moving The Needle [Episode 196]


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How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today's episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you're not focused, what are you doing to get back into the necessary space to keep you on your right path?

https://theperfectria.com/podcast/196

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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