The Perfect RIA How to Achieve Success in 2 Steps
Jul 18, 2024
Financial advisor Jamie Shilanski discusses the key traits for success: optimism and grit. She emphasizes proactive goal-setting, avoiding unproductive tasks, and aligning actions with future goals. The podcast explores practical tips for achieving success, the role of a galvanizing leader, giving constructive feedback, professionalism in the financial industry, and reflections on trust, credibility, and leadership.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 4min
Working Towards Success and the Role of a Galvanizer in an Organization
04:03 • 4min
Effective Feedback and Professionalism in the Financial Industry
07:44 • 6min
Reflections on Trust, Credibility, and Leadership in Alaska
13:16 • 4min
Keys to Success: Feedback, Accountability, Confidence, and Discipline
17:10 • 23min