The Perfect RIA

Whose Table Do You Want a Seat At?


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In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the context of professional success and emotional intelligence. Jamie delves into the challenges of balancing work and family life, especially during intense 'surge' periods, and reflects on the changes in relationships and social dynamics that accompany the journey from personal freedom to building an empire. She advocates for a 'no BS' culture in professional settings, where open feedback and accountability thrive, and leaders push their team members towards greatness.

Whose Table Do You Want a Seat At?

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

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