Jan '23 (edited) in General discussion
The RIA Operator Roadmap
Here's what the journey ahead looks like:
Step 2: Set your 3-year target
Step 3: Inspire your team (better software, systems, support)
Step 4: Analyze and upgrade your AdvisorTech stack
Step 5: Upgrade your RIA Operating System
Step 6: Become an owner (equity)
Wealth is built through ownership, not income. We're in the wealth-building industry, after all! :)
More details on each of these steps coming soon!
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The RIA Operator Roadmap
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