Earlier this week I was reflecting on RLS Wealth's fifth birthday and jotted down around twenty important lessons I've learned over the years--I'm sure there are plenty more.
Instead of sharing all of them, I decided to narrow the list down to five...for five years. These five takeaways are what I am often sharing with financial advisors when we talk about entering the profession, leaving a firm, or starting a new company; they are also applicable to advisors not in a transition.
Check out the video on YouTube or thee podcast on Apple and Google to hear what I have to say about:
If you haven't already, be sure to subscribe to the YouTube channel and the podcast. Beginning this Friday (July 10th, 2020) I will be hosting live and interactive podcasts on YouTube, with the podcast being shared on the following Monday--you won't want to miss out!