Updated Saturday, August 23, 2014 as of 1:23 PM ET

Manage Your Prospect Pipeline

Iím now in my 11th week of running my own RIA -- and Iíve realized that itís a real challenge to keep track of where I am and what lies ahead.

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Comments (3)
So am I correct in that you are starting with zero clients and now have 3? I see a lot of myself in the mirror here. The challenge of balancing everything and I completely understand the need to recharge and having that introverted aspect.
Posted by LEWIS C | Tuesday, August 13 2013 at 1:48PM ET
Lew -that's right, I left my last firm at the end of May 2013 with no clients, and am now working with 3. The balance is a constant work in progress, but it is fun to work hard and then play quietly :)
Posted by Dave G | Thursday, August 15 2013 at 1:54PM ET
Add your comments here.
Posted by STEVEN G | Friday, August 16 2013 at 3:36PM ET
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