In an interview for XY Planning Network, I reflected back on my first year in business, what worked, what I wish I had done differently, and my top advice for others starting their own firms.
What has been one of your best successes as a result of launching your own RIA?
I’ve made a few videos for clients, announcements, and my website. I’ve gotten great responses from them all, have had a number of people request how to’s and to borrow my ‘studio’ (which is a 4′ x 5′ section of a spare room!), and was featured in InvestmentNews for doing videos differently. I’ve largely done them for myself as a creative outlet but I clearly need to do more!