The Perfect RIA

Transparency, Energy Awareness, and Practicing Value Adds


Listen Later

In today’s recap, we’re first revisiting Monday’s episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's efficiency and spare time. The conversation revolved around the challenge of seeking guidance and insights from others in the field, especially when the advice you receive doesn't align with the reality of your own experiences. 

Wednesday’s episode featured guest Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI). Kat discussed her role in event planning and managing stress in a demanding industry. She shared her strategies for maintaining high energy levels, emphasizing the importance of self-care, nutrition, and networking. 

Thursday, Jamie talked about the importance of practicing value adds as an opportunity to ensure you have a common language within your office and confidence in your delivery to clients.

Tune in to learn more about navigating professional conferences, managing stress, and practicing delivery. Don't miss this recap of our recent episodes!

So Is This What You Do In YOUR Practice? Event Planning and Energy Mastery with Guest Kat Eletskikh Trust But Verify

https://bit.ly/3u6c1f9

...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

450 ratings


More shows like The Perfect RIA

View all
Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,875 Listeners

Behind The Advisor by XYPN

Behind The Advisor

137 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

272 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

549 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,004 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,048 Listeners

The Long View by Morningstar

The Long View

849 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

227 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

Ask The Compound by The Compound

Ask The Compound

297 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

118 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

114 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners