I’m now in my 11th week of running my own RIA -- and I’ve realized that it’s a real challenge to keep track of where I am and what lies ahead.

One critical area is managing the pipeline of clients and prospects. I have three clients signed to my retainer model, and a pipeline of prospects in various stages. I also have four prospects who have made a verbal commitment to working with me before the end of the summer; I can conservatively say that at least two of these will work out.

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