Financial Advisor Success

Ep 110: Adapting The 4-Hour Work Week Into A Highly Profitable 4-Month Work Year Lifestyle Practice with Micah Shilanski

Feb 5, 2019
Micah Shilanski, partner at Shilanski & Associates, oversees $130M in assets while focusing on federal retirement planning. He shares his journey from 70-hour work weeks to a highly profitable four-month work year. Discover how he structures client appointments, streamlines operations, and creates efficiencies. Micah highlights the importance of specialized services and client selection while balancing caregiving and travel. He reflects on personal loss, which reshaped his definition of success and priorities in both life and work.
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ADVICE

Dictate Notes And Use Video Follow-Ups

  • Use dictation during or right after meetings and outsource transcription to streamline note capture.
  • Send short BombBomb video emails to summarize decisions and next steps instead of long typed notes.
ADVICE

Align Ops With Appointment Surges

  • Structure your ops team to work in surges that mirror advisor appointment blocks for assembly-line efficiency.
  • Coordinate advisor surges simultaneously to increase throughput and reduce context switching for staff.
ADVICE

Teach Full-Day Niche Seminars

  • Run free, non-salesy eight-hour seminars that teach your niche deeply to build credibility and seminar referrals.
  • Capture attendee interest and offer a time-limited waived consultation to convert motivated prospects.
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