The Perfect RIA

I Have No Time


Listen Later

In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities. She emphasizes the critical importance of intentional time management and forward planning. Jamie also shares her nuanced strategy for conference attendance, which involves a thoughtful blend of in-person events and online courses, allowing for continuous learning while maintaining a presence at key industry gatherings.

Recognizing the complexities of managing family obligations alongside career growth, Jamie offers practical advice for professionals. Perhaps most crucially, she underscores the importance of open, honest communication with spouses about career goals and commitments, fostering mutual understanding and preventing potential resentment. Through these strategies,Jamie provides a roadmap for professionals seeking to advance their careers without sacrificing family harmony.

I Have No Time

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Behind The Advisor by XYPN

Behind The Advisor

137 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

678 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,027 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,111 Listeners

The Long View by Morningstar

The Long View

917 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

49 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners