The Perfect RIA Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
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Aug 16, 2023 Amyr Rocha Lima discusses the importance of intentional work, overcoming self-limiting beliefs, and learning from experienced individuals. Emphasis on taking action, embracing setbacks, focusing on long-term goals, giving back to the advisory community, and overcoming limiting beliefs.
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Just Do The Work
- Focus on doing intentional work and stop listening to the noise or negative opinions.
- Learn from those who are ahead of you to accelerate your development and avoid common pitfalls.
Obstacle Turned Opportunity
- Amyr planned to buy out his firm's founding partners but they decided to sell elsewhere.
- This setback led him to start his own practice with a client bank from a retiring CFP, turning challenges into opportunities.
Be Intentional With Time
- Be intentional with your time by blocking out meeting and deep work slots on your calendar.
- Reverse engineer your schedule to align with your business goals, such as doubling your client base in a set time.