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The Perfect RIA
Year-End Business Planning How To
Dec 5, 2024
Dive into the world of financial advisory entrepreneurship, where Jamie Shilanski confronts the reality of imposter syndrome. She champions radical transparency and authenticity as key ingredients for success. The conversation highlights the importance of hands-on experience and crafting a dynamic business plan. Advisors are urged to move from random acts of planning to creating strategic partnerships with clients. Plus, learn essential tips for proactive year-end business planning and setting realistic goals while embracing teamwork.
33:58
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Quick takeaways
- Entrepreneurs in financial advisory must prioritize radical transparency and authenticity to combat imposter syndrome and build trust with clients.
- Effective year-end business planning requires measurable goal-setting aligned with past performance to ensure strategic growth and accountability.
Deep dives
The Importance of Enthusiasm During Surge
Having high levels of enthusiasm during the surge period is essential for success in the business. The speaker emphasizes that both she and her clients should reflect excitement and positive emotions throughout this phase. An example includes a conversation with a friend whose son was enthusiastically engaged at the firm, showcasing how contagious enthusiasm can be. If one does not feel the same excitement, it's a signal to reassess their approach to surge and consider seeking membership guidance to transform their practice.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode