Jan '23 (edited) • General discussion
🔗Resources for RIA Operators
Take back control of your life and your business. Sit down and decide "This is what I do and why I do it." Oftentimes, people just go through life and work "reactively", but you can take permission to be "proactive" and be in charge of what you do and why you do it.
CRM:
- Redtail CRM Helpdesk "Help desk"
- Wealthbox CRM Product Tours
AdvisorTech:
Compensation:
- Schwab RIA 2022 Compensation Report
- RIA Operator Roadmap: Step 1 - Review your compensation
- 3 Year Projections - Profit & Loss
Additional resources Coming Soon!
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🔗Resources for RIA Operators
skool.com/ria-os
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