From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

In this recap episode, Amber is covering this week’s highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash their Big Hairy Audacious Goals (BHAGs) and those who remain stuck. Both groups start with excitement, but only those who embrace hard work and stick to a rigorous process succeed. The importance of having a consistent process was a major point. Believing that an external factor will magically change your situation is futile and avoidance isn’t an option for success.  On Thursday, Jamie dove into intuition in business decisions, particularly in team management. She explained deductive and inductive reasoning, linking intuition to the latter. Jamie advised trusting your gut, especially when it signals someone is a poor fit. If someone consistently feels off and you’re waiting for inevitable conflict, it’s time to let them go for everyone’s benefit. Resources in today's episode: - Episode Website - Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273] - Fire Them Already!

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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.