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Kandungan disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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The Power of Personal Growth,Value Adds and Freedom in Your Practice

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Manage episode 435689276 series 2482489
Kandungan disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron also shares his personal journey to sobriety, sparking a discussion on industry challenges like addiction and work-life balance.

Thursday's episode, led by Jamie, explores the transition from the growth stage to the freedom stage in an advisor's career. Key concepts include client selectivity, overcoming the "shopkeeper mentality," and implementing effective systems. This stage allows advisors to focus on high-value activities while trusting their team and processes.

Resources in today's episode:

- Episode Website - The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] - Will I Ever Experience Freedom as a Business Owner?

  continue reading

722 episod

Artwork
iconKongsi
 
Manage episode 435689276 series 2482489
Kandungan disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron also shares his personal journey to sobriety, sparking a discussion on industry challenges like addiction and work-life balance.

Thursday's episode, led by Jamie, explores the transition from the growth stage to the freedom stage in an advisor's career. Key concepts include client selectivity, overcoming the "shopkeeper mentality," and implementing effective systems. This stage allows advisors to focus on high-value activities while trusting their team and processes.

Resources in today's episode:

- Episode Website - The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] - Will I Ever Experience Freedom as a Business Owner?

  continue reading

722 episod

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