Drama, Drama, Drama

Think "work-life balance" is achievable? Jamie Shilanski has news for you—it's time to ditch that myth along with the office drama. Jamie spills the tea on building a financial planning practice that actually works, minus the theatrics. She breaks down how surge periods can transform client engagement from a constant juggling act into a well-oiled machine. And while everyone's entitled to a bad day (we're human, after all), bad behavior gets no free passes. By fostering emotional intelligence and creating a culture where accountability meets support, she shows how letting go of drama-prone team members isn't just acceptable—it's often the secret sauce to leveling up your practice. Drama, Drama, Drama  

Om Podcasten

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.