The Perfect RIA’s Post

Let’s be honest - practice management isn’t flashy. You don’t get applause for documenting workflows, streamlining your calendar, or training your team to run without you. But you know what does get your attention?  👉 Taking Fridays off 👉 Doubling your revenue without doubling your hours 👉 Having a business that doesn’t collapse when you go on vacation That’s the freedom top advisors are building - because their systems actually work. At THE SUMMIT 2025, we’re pulling back the curtain on the 7 core processes every growing practice needs to scale without burnout. ✔ Real-world calendar structure ✔ Workflow automation (without adding complexity) ✔ Building a team that executes And if you care about tax planning (which you should), we’re also diving deep into Roth conversion tactics, client communication, and how to stop being the bottleneck. This is where tax strategy and business execution finally come together. Join us in Tempe – and walk away with systems that give you back your time: 👉 https://lnkd.in/esZt2bxf #FinancialAdvisor #PracticeManagement #TaxPlanning #ThePerfectRIA #RIAgrowth

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