For those who either founded their RIA or were one of the earliest employees, looking back, what do you wish you would have done differently (operationally) in the early days?
I just joined an awesome new firm that is only about a year old so there is a lot of opportunity to build a strong operational foundation to avoid issues down the road. I've got my own ideas about what to work on, but I'd love to hear your best advice as well! Thanks!