The Perfect RIA

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


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,364 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

285 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,025 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

259 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

The Long View by Morningstar

The Long View

914 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Ask The Compound by The Compound

Ask The Compound

339 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

151 Listeners