Transparency, Energy Awareness, and Practicing Value Adds

In today’s recap, we’re first revisiting Monday’s episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's efficiency and spare time. The conversation revolved around the challenge of seeking guidance and insights from others in the field, especially when the advice you receive doesn't align with the reality of your own experiences.  Wednesday’s episode featured guest Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI). Kat discussed her role in event planning and managing stress in a demanding industry. She shared her strategies for maintaining high energy levels, emphasizing the importance of self-care, nutrition, and networking.  Thursday, Jamie talked about the importance of practicing value adds as an opportunity to ensure you have a common language within your office and confidence in your delivery to clients. Tune in to learn more about navigating professional conferences, managing stress, and practicing delivery. Don't miss this recap of our recent episodes! So Is This What You Do In YOUR Practice? Event Planning and Energy Mastery with Guest Kat Eletskikh Trust But Verify https://bit.ly/3u6c1f9

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.