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

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psycholo

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 i

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's careera pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-