The Perfect RIA

In this episode, Jamie shares a story about a boating incident and highlights the importance of preparedness, clear communication, and the dangers of unsolicited advice. She emphasizes the need for disaster recovery drills and simulations in both personal and professional settings. Jamie also encourages people to be critical of those who offer advice without understanding the full context of a situation. And most importantly, by practicing and debriefing after actions, individuals and teams can be better prepared to handle unexpected events. Resources in today's episode: Sinking Ships

In this episode, Matt and Micah discuss the importance of being prepared for emergencies in both personal and professional settings. Through an experience of witnessing a boat capsizing, they highlight the illusion that people will automatically know what to do in a crisis. They emphasize the need to be your own first responder, to not rely solely on others for help, and the dangers of thinking nothing could ever happen to you - instead, be ready with a plan! Resources in today's episode: - No One Will Fix It For You - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn

In today’s episode, we’re recapping this week’s highlights. We’re revisiting the prospect process with Monday’s guest, John Barron, and the importance of educating prospects and highlighting an advisor's unique value to avoid commoditization. In addition, we’re recapping employee compensation and how both employees and employers can navigate through that process, as well as the recommendation for employees to focus on becoming indispensable.   Resources in today's episode: - Episode Website - Creating a Prospect Process that Works with Guest John Barron - How To Negotiate Your Pay

In this episode, Jamie dives into employee compensation and the hurdles they encounter while negotiating salaries. She emphasizes the significance of making yourself indispensable within an organization, suggesting that employees concentrate on enhancing their areas of improvement. The discussion extends to the advantages of working in a traditional office setting and how family dynamics can influence one's productivity at work. Jamie's advice to employees centers around the timing of negotiations, cautioning against introducing market research unless they are confident in their ability to align with the expected compensation. Additionally, she underscores the importance of transparent communication regarding compensation. Furthermore, Jamie encourages employers to proactively schedule performance and compensation reviews with their employees. How To Negotiate Your Pay

In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals. Creating a Prospect Process that Works with Guest John Barron Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Barron: LinkedIn | Website - TPR Podcasts: With Guest John Barron and Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs  

In this episode, we’re recapping the importance of managing alerts and notifications to improve productivity and mental well-being, as well as exploring strategies for managing calendars and transitioning to vacation. We’re also covering the dos and don'ts of firing and handling resignations, and the importance of clear communication and setting expectations. Resources in today's episode: - Episode Website - Only Fools Get Alerts [Episode 241] - How to Fire Someone

In this episode, Jamie Shilanski discusses the challenges of firing employees and handling resignations in a professional and respectful manner. Jamie shares her personal do's and don'ts for firing employees, emphasizing the importance of clear expectations, accountability, and avoiding drama. She also provides insights on the process of transitioning out employees who resign, including the importance of setting a positive tone and communicating the plan to team members and stakeholders.  How to Fire Someone

In this episode, Micah and Matt discuss the destructive nature of alerts and notifications on your productivity and mental well-being. They emphasize the importance of separating acceptable notifications from overwhelming ones and creating a team communication policy. They also share strategies for managing calendars and travel and using tools like scheduled summaries to transition between work and personal modes. They highlight the need for accountability in addressing the addictive nature of dopamine and the exploitation of our attention. Only Fools Get Alerts [Episode 241] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn- Dopamine Nation - Deep Work - Dan Sullivan - Tim Ferris - Fear Setting - The Myth of Normal

In this recap episode, we’re highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need for a proactive advisor in managing client accounts. We’ll also explore the dynamics of middle-class success and those who embrace failure as a learning tool and prioritize nodal networking. Lastly, we’re getting into the real deal behind confirmation bias and understanding System One and Two thinking to help you become a better financial advisor. Resources in today's episode: - Episode Website - Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA  - Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff - Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using astrological signs, Jamie illustrates how confirmation bias influences our beliefs about ourselves. She draws on Angela Duckworth's research, explaining the interplay between system one (instantaneous, subconscious) and system two (slower, intentional) thinking. She explores how this concept extends to marketing and buying decisions, revealing that people predominantly rely on System 1 thinking due to its quick, lazy nature. Brand recognition and trust play significant roles in this process. To connect with clients, Jamie suggests understanding their System 1 thinking, recognizing their intuition, and leveraging the principle of moving towards pleasure or away from pain. She shares a practical approach to marketing by categorizing attributes like intuitive, brand recognition, conscientious, instinctive, and emotional reference on a spectrum between pleasure and pain. Simplifying rather than overcomplicating, Jamie emphasizes the importance of focusing on the basics in marketing, offerings, and customer experience. Optimize your approach by aligning with clients' intuitive thinking and addressing their pleasure or pain points. Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits Resources from this episode: - Grit by Angela Duckworth - Thinking Fast and Slow by Daniel Kahneman