The Perfect RIA

You Are Playing Office, Here's How To Tell [Episode 185]


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It's easy to say and assume that you're at capacity, because what else are you doing with all your time? But if you're claiming that you're researching and just too busy, then we're here to tell you that you've been drinking your own Kool-Aid. On today's episode, Matt and Micah discuss how by looking at your REAL numbers or having someone else call you out on what you claim your real numbers are, you will have the opportunity to truly discover how much office you're really playing…and how to improve and be intentional with your time.

Listen in as they share why empowering your team with systems and rules and understanding that making everything in your office a manual process does not provide personal advice to your clients. They'll also explain the importance of following your own advice.

https://theperfectria.com/podcast/185

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

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