
Sign up to save your podcasts
Or


On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week's highlights and action items.
Listen to this week's episodes:
Location, Location, Location [Episode 227]
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Talking Sugar Honey Ice Tea https://bit.ly/3tDdk4I
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week's highlights and action items.
Listen to this week's episodes:
Location, Location, Location [Episode 227]
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Talking Sugar Honey Ice Tea https://bit.ly/3tDdk4I

520 Listeners

193 Listeners

2,355 Listeners

948 Listeners

284 Listeners

798 Listeners

2,036 Listeners

257 Listeners

2,150 Listeners

932 Listeners

242 Listeners

340 Listeners

125 Listeners

138 Listeners

142 Listeners