Micah Shilanski
Host of The Perfect RIA who leads conversations on running advisory firms, client experience, and pricing strategy; focuses on practical advice for advisors to improve communication and fee practices.
Best podcasts with Micah Shilanski
Ranked by the Snipd community
May 6, 2024 • 29min
Tax planning and surge meetings with Micah Shilanski
Experienced Certified Financial Planner Micah Shilanski and Steven Jarvis discuss tax planning strategies, Roth conversions, client communication during surge periods, and continuous monitoring of tax planning actions. They emphasize the importance of instilling confidence in clients and effective communication between advisors and tax preparers. The podcast also covers navigating uncertain tax times, strategies for enhancing professional skills, and upcoming summits for professionals.
