Going independent, need direction

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May 22, 2017 2:22 pm

Since leaving EDJ I have been working with a partner and my mentor to start my own RIA.

Things are going well, we are partnering with RJFS, and my clients are very excited.

It's rough in the mean time, waiting for everything to go through, Ive had to pick up part time work, selling insurance isnt paying the bills (yet).

We have two hires getting onboarded.

We have most of the foundation built, what else whould we be doing?