Year-End Business Planning How To

The Perfect RIA

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.

28d ago 33:58

MP3•Laman utama episod

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

768 episod

#Trading #Business News #Business #Financialadvisor #Financialplanner #Growmypractice #Matthew Jarvis & Micah Shilanski #Matthew Jarvis #Micah Shilanski #News #RIA