Mastering Time, Evolving Beliefs, and Conference Connections

On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Michael shared the phases every entrepreneur encounters, from the tentative launch to the realization of sustained growth.  Wednesday, Wayne Firebaugh, INVICTUS member and radio host, joined us to emphasize the significance of well-documented beliefs as the foundation for client meetings and decision-making. Wayne stressed the need for adaptability, highlighting how beliefs can evolve over time.  Thursday, Jamie recapped her recent attendance at a financial conference, sharing the invaluable connections and wisdom she gained. She also revealed a strategic action item she took from the conference and stressed the importance of acknowledging and complimenting those who excel in their daily grind.  Listen in as we recap this week’s highlights and action items. Mastering Time with Guest Michael Kitces [Episode 229] The Power Of Beliefs With Guest Wayne Firebaugh Jiving With Jennifer Mastering Time, Evolving Beliefs, and Conference Connections

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.