The Perfect RIA

Event Planning and Energy Mastery with Guest Kat Eletskikh


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In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat played a pivotal role in organizing the recent CISI annual conference, and she shared invaluable insights on event planning, stress management, and avoiding burnout. Her experience in orchestrating events for a not-for-profit organization highlights the dedication required to create meaningful experiences for members, foster learning, and build connections within the financial planning industry. She emphasizes the importance of striking a balance between high-intensity work and rejuvenating breaks and practicing basic self-care habits. Her advice on networking and surrounding oneself with inspiring individuals speaks to the significance of motivation and energy in demanding industries. https://bit.ly/3QNqGop

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

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