Highlights from 2018

It’s easy to get caught up in the everyday hustle of running your own business, managing employees and then going home to your family.  By taking a step back and looking at the big picture, we can better appreciate our accomplishments and learn from our failures.  This year has been great for My RIA Lawyer […]

Developing a Strategy for 2019

Can you believe how quickly the year flew by? As January quickly approaches, it’s time to think about your strategy for the new year. Where is your business currently? Where are you going? These are just a couple of questions you should be asking yourselves. Business Plan The purpose of a business plan is to […]