The Perfect RIA

What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte


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Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial, joins the show to share his experience with going completely offline for an entire month, including how he prepared his practice and the things he did in the lead-up.

You can find show notes and more information by clicking here: https://bit.ly/3xAqdvy

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

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