In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities. She emphasizes the critical importance o

In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of bookkeeping for small businesses. Their conversati

In this recap episode, Amber is covering this weeks highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash their Big Hairy Audacious Goals (BHAGs) and those w

In this conversation, Jamie Shilanski discusses the role of intuition in decision-making as business owners. She explains the two types of intuition: deductive reasoning and inductive reasoning, makin

Matt and Micah are breaking down the difference between actual goals and mere fantasies. Why do some financial advisors hit their big hairy audacious goals (BHAGs) while others just daydream? Spoiler:

In this weeks recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering transformational growth and delivering exceptiona

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trashthose nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how d

In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and

In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a licensed clinical psychologist, who joined

In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every advisor must navigate to achieve long-term