Podcast
CSA to RIA Operator
Hosted by Joe Moss · EN
Exploring the skills, tools, and knowledge required to transform from CSA to RIA Operator and 2-3x your income in the process. The average total comp. of a CSA is $68,000. For an Operations Manager, this is $120,000 and for a COO - $200,000.
The purpose of this podcast is to explore the journey from CSA to RIA Operator.
- What skills do they need to acquire
- What tools should they have in their toolbelt
- What frameworks should they know
- What knowledge/experiences should they have
"If one does not know to which port one is sailing, no wind is favorable" ~Seneca
9episodes
Episodes
Newest firstAll episodes
Ep 009: Fish vs. Whale
Apr 29, 202300:02:42Tap to summarizeTake your annual revenue, divide it by 250, that's the number you have to bring in each day. $1,000,000 annual revenue / 250 = $4000 per day If you're a business owner (or thinking like one as an RIA Operator), write that number on a post-it note and place it on your computer screen. What are you doing each day to ensure that the business brings that in, will continue to bring that in, will grow and bring more than that in? Subscribe on LinkedIn
Transcribe →Ep 008: Most effective tactic available
Apr 17, 202300:04:36Tap to summarizeThe ability to teach more than one person at a time how to do a specific task/skill is M.E.T.A. When you document how you do something and organize it for others to follow, you have become a teacher. If you teach one person, that's risky; if you record your teaching and organize it into YourFirmOS, you are teaching many people, possibly even people you may never meet. Someday you may move on to another firm and build YourNextFirmOS... and YourFirmOS will continue to provide value to the owner, your co-workers and new team members for years to come. Get started with Skool. Subscribe on LinkedIn
Transcribe →Ep 007: Why work at all?
Apr 7, 202300:03:15Tap to summarizeIt may seem obvious, but this week I'd like to iron out why we work at all. This newsletter is about 2-3xing your income, income that you trade work for. So why do we need income? We need income for two reasons: To keep something To get something But I'm going to use inversion thinking, as Charlie Munger said: "One of my favorite tricks is the inversion process... And just reverse the problem." So instead of why work, why be lazy? Subscribe on LinkedIn
Transcribe →Ep 006: Think like an owner
Mar 31, 202300:03:05Tap to summarizeSome of my most memorable projects as a CSA, Paraplanner, and Ops Manager came when I decided to "think like the owner," many times solving a problem that hadn't been specifically assigned to me. Frankly, more often than not, the owner/founder is too busy to give direction, implement changes, simplify operations... and this is where you can provide a lot of value. Subscribe on LinkedIn
Transcribe →Ep 005: Who can help me achieve this?
Mar 24, 202300:03:18Tap to summarize"There are a couple of the gals that we've hired in the last couple of years who have been in horrific and I think abusive work situations..." Nancy Knous, CFP®, CFS™ This comment from the latest Michael Kitces podcast struck me, and struck me hard. For one, because I've worked for an advisor like this, and also worked with several other people in this industry who have a similar story. It's possible you are working in a situation like this right now. You might be telling yourself "its not that bad, I'm exaggerating..." If you cry during or after work, can't sleep well at night, and dread going into the office... you're not exaggerating. The reason I started with this is that "who" you're working with is as important as any "how" on the journey from CSA to RIA Operator. Subscribe on LinkedIn
Transcribe →Ep 004: Delegate or die, sir!
Mar 17, 202300:05:46Tap to summarizedelegate or die, sir! Die from stress that is... Value = Meaning = Responsibility = Stress Your life becomes meaningful in precise proportion to the depths of the responsibility you are willing to shoulder. Jordan Peterson We all want to add value and lead meaningful lives. Shouldering more responsibility is part of this journey, but increased responsibility results in more stress. One way to manage stress is through effective delegation. Subscribe on LinkedIn
Transcribe →Ep 003: What is value?
Mar 13, 202300:05:16Tap to summarizePrice is what you pay, value is what you get. ~Warren Buffett Try not to become a person of success, but rather try to become a person of value. ~Albert Einstein Value is what you're exchanging with your employer for a salary. Subscribe on LinkedIn
Transcribe →Ep 002: A strong desire to know or learn something
Mar 8, 202300:04:52Tap to summarizeThe most important human trait to move forward and upward is curiosity. An eager desire to know or learn about something While discipline and motivation may push you forward, curiosity pulls you forward. So why do I think curiosity is so important in the journey from CSA to RIA Operator? Because when you're doing work you're truly interested in, you do your best work. And the more time you spend doing your best work, the faster transformation will happen. Subscribe on LinkedIn
Transcribe →Ep 001: What's this podcast about?
Mar 8, 202300:01:22Tap to summarizeThe average total comp. of a CSA is $68,000. For an Operations Manager, this is $120,000 and for a COO - $200,000. Going forward, I'm going to lump Ops Manager / COO into one position and call it RIA Operator - the right hand person to the CEO/Founder of an RIA that runs operations. In EOS Worldwide speak, this would be the Integrator. The purpose of this newsletter is to explore the journey from CSA to RIA Operator. Subscribe on LinkedIn
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