1min chapter

The Perfect RIA cover image

Laziness, Continuous Practice, and Keeping Your Routines

The Perfect RIA

CHAPTER

How to Be More Intentional With Your Time

Brady Bassford is an advisor with a personal practice and he's also the regional director for the Mid-Atlantic financial group. Brady shared his journey from when he first started out where he felt he was really good at getting friend of clients but didn't feel like he knew what he was doing. He had a colleague help him, act as a mentor and help him with client meetings. One of the things that he learned was being able to run a meeting versus allowing a client to potentially derail his process.

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