Year-End Business Planning How To

In this conversation, Jamie Shilanski pulls back the curtain on the ride of entrepreneurship in the financial advisory world. But it's not all spreadsheets and dollar signs. Jamie gets real about the elephant in the room: imposter syndrome. Her solution? Radical transparency and a healthy dose of authenticity – because even the pros were rookies once. Jamie emphasizes that success in financial planning isn't just about knowing your numbers (though that's crucial). It's about getting your hands dirty with real-world experience and crafting a business plan that's more than just a dusty document in your drawer. Advisors need to deliver consistent value to clients – think less "random acts of financial planning" and more "strategic partnership." Year-End Business Planning How To

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.