Entitlement vs. Intention

In this week’s recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate balance between the new year's ambitions and business entitlement. While January presents a fresh start for financial advisors, they warned against the dangerous mindset of entitlement that can creep in after achieving success. They emphasized that no advisor is automatically entitled to premium fees or flexible schedules – these perks are earned through intentional business building and consistent value delivery. Resources in today's episode: - Episode Website - What You Are Entitled To In 2025 [Episode 290]

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.