Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs. I’m taking some steps that intentionally provide balance to both sides -- and encourage you to do so as well. Here are a few strategies that are working for me.

One big to-do a day: I make a to-do list for the week and then break it down by day. This allows me to see if everything is manageable and if I’m creating too much work for that week. Each of these “to-dos” typically takes 2-3 hours and is a substantial part of pushing my business forward. I also allow myself to double up on to-dos: If I can get two done in one day, I leave a day free for whatever may come up, whether a client situation or another opportunity.

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