The Perfect RIA

Communicating Through Uncertainty and Filtering Advice

04.12.2024 - By Matthew Jarvis, CFP® & Micah Shilanski, CFP®Play

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In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There’s a balance between providing certainty and acknowledging the market's uncertainty. Amber also recaps why you need to filter the advice you receive—whether you need to walk away from information or check your ego so you can improve your personal growth. Resources in today's episode: - Episode Website - Economic Commentary - You Can’t Say That!

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