I'm the owner of a brand new RIA and am trying to build my business from the bottom up. What recommendations do you have for someone in my position? I want to build the firm the right way, but I also need to eat and feed my family. How do I balance those two competing elements?

Article ID: 182

Last updated: 20 Nov, 2019

You will need to very proactively engage in the referral process, including the self referral process. Your Accountability Coach can help you with this. It’s really not as big of a problem as it may feel to you. You simply need to make contact with everyone you know, do lots of Financial Road Map Interviews™ and get hired and paid to do your work. You should be highly motivated to do so… everyday. Be careful not to waste your prime time thinking about what you need to do instead of actually doing it.

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