Projecting Profit and Loss to reach your goals!

On our RIA Operator Roadmap, the first stop is "Review your Compensation." I went over some resources to do this on the individual level, and this post is for the RIA owner - how much are you making / how much would you like to make?

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Would you like to see your P&L in the future, even out 3 years? In this video I go over the template we use in our business to track P&L, set goals, and make decisions. It's been really helpful!

Template is attached.

Would this be something you'd like to use for your business?

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