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.
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Surge Enthusiasm
- If your surge isn't enthusiastic, you're doing it wrong.
- Email lifestyle@theperfectria.com to learn how to implement surge.
Call Your Mom
- Call your mom regularly if she's a healthy person in your life.
- Don't postpone it; do it now.
Client Hardships
- Jamie Shalansky shares a story about a client's difficult journey with cancer and loss.
- Despite the hardships, they still found ways to make meaningful differences in their client's life.