The Devil's in the Details: Mastering Professionalism and Digital Discipline

In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed the often-overlooked aspects of professionalism that can make or break an advisor's success. They emphasized that true excellence lies in the details – from punctuality to dress code and that human connection remains paramount in financial advising. On Thursday, Jamie explored the double-edged sword of technology – its convenience and entertainment value versus its potential for distraction and unrealistic comparisons. Jamie offered practical advice for maintaining a healthy digital balance, including setting time limits for entertainment and using filters to prioritize what truly matters. The discussion serves as a reminder that success isn't about matching others' perceived achievements, but about aligning actions with personal values and long-term goals. Resources in today's episode: - Episode Website - Yes, It Is Your Dress [Episode 278] - Is This The Grind?

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.