The Perfect RIA

Entitlement vs. Intention


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In this week’s recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate balance between the new year's ambitions and business entitlement. While January presents a fresh start for financial advisors, they warned against the dangerous mindset of entitlement that can creep in after achieving success. They emphasized that no advisor is automatically entitled to premium fees or flexible schedules – these perks are earned through intentional business building and consistent value delivery.

Resources in today's episode:

- Episode Website - What You Are Entitled To In 2025 [Episode 290]

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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