13min chapter

The Perfect RIA cover image

A Tangent with Floyd Shilanski

The Perfect RIA

CHAPTER

Navigating Dual Roles as CEO and Advisor

This chapter examines the unique challenges faced by an advisor stepping into a CEO role while managing client relationships and business growth. It highlights the significance of ethical leadership in financial advising, the struggle for professional clarity, and the evolving perception of financial planners. Through personal anecdotes and insights, it advocates for professionalism, value-based compensation, and effective marketing strategies in the advisory industry.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode