Micah Shilanski
Co-host of The Perfect RIA podcast who coaches financial advisors on client value delivery, discipline, and behavioral changes to improve practice performance and personal productivity.
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.
