As we approach each new year, it’s important to take a moment to reflect and assess where your business is at. Doing so can help you solidify your goals for the coming year and provide some clarity as you work toward the eight-figure exit. As an RIA owner, an end-of-year checklist is essential. However, you may be surprised by some of the items I believe should be on that checklist. In this blog, I’m going to discuss the five items I believe you should include in your firm’s end-of-year checklist. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (00:41) Tempus Fugit (02:19) Celebrate the Wins (03:54) The CEO and the Receptionist (06:09) Financial Review (09:18) Will Your Current Goals Continue Into the New Year? (12:05) Annual Compliance Review (14:04) Rest & Reflect End-of-Year Checklist for RIA Owners As I began preparing for this […]
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