The Perfect RIA

In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals. Jamie provides a step-by-step process for goal setting and offers tips on accountability. She also encourages listeners to seek guidance and support from others in the goal-setting process. Empowering Futures: Goal-Setting Strategies for Young Adults

In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks. Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

Micah and Matt discuss key steps for successful prospecting and client conversion, including tracking prospect data, simplifying complex concepts, and differentiating oneself. They emphasize the significance of goal setting, setting achievable goals, and choosing effective prospecting channels. They also highlight the impact of complexity on prospects and the importance of evaluating marketing channels.

In this recap episode, we're discussing topics related to personal and professional growth. On Monday's episod, Matt and Micah emphasized the importance of setting goals, making sticky changes, and being willing to pay the price for success. They also explored the concept of extreme accountability and the need for an accountability partner. Wednesday's episode with guest Rhonda Farr discussed She recognizing blind spots, changing behavior, and improving relationships through awareness and curiosity. Then on Thursday, Jamie highlighted the significance of understanding team appreciation languages and engaging your team through appreciation. New Year - New You Coaching High Achievers with Guest Rhonda Farr High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages New Year Goals, High Achiever Coaching, and Team Appreciation Languages

In this episode, Jamie Shilanski discusses the importance of emotional intelligence and team appreciation languages. She shares her experience of conducting a team retreat where they explored different appreciation languages and how team members like to give and receive appreciation. The four main appreciation languages discussed are acts of service, words of affirmation, quality time, and gifts. Jamie emphasizes the need for leaders to understand and cater to each team member's appreciation language to create a positive and supportive work environment. High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages

In this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, especially for successful individuals who may struggle in other areas of their lives. Rhonda explains that coaching provides a sounding board and helps identify blind spots. They also explore the challenges that high achievers face in personal relationships and how to navigate those challenges. Rhonda shares practical tips for being curious and creating awareness in order to improve relationships. Coaching High Achievers with Guest Rhonda Farr

In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve them. They emphasize the need for sticky changes and delivering value to clients. They also introduce the concept of extreme accountability and the role of an accountability partner in achieving goals. The episode concludes with a reminder to take action and make the necessary changes to reach success. New Year - New You

In this recap episode, we're sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structured schedules are not just organizational tools but powerful catalysts for boosting productivity. Another key takeaway was the quality over quantity approach in client interactions and how being open to continuous learning and delivering genuine value holds more significance than sheer volume, fostering stronger and more meaningful client relationships. On Wednesday, we welcomed HR professional Kameka McLean from the UK to share her focus on DEI and to address the crucial issue of diversity in financial services. She discussed the necessity for comprehensive policies, procedures, and succession planning to promote inclusivity and diversity within the industry. On Thursday, Jamie discussed recruitment - her tips for job advertisements and the significance of aligning candidate values with company values. The Twelve Days of TPR Christmas [Episode 236] Becoming An Inclusive Leader with Guest Kameka McLean Job Offers Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of platforms like Indeed. Jamie emphasizes the importance of background checks and using tools like GoodHire to ensure the suitability of candidates. She also highlights the value of assessments, such as the DISC test, in determining the right fit for a role. Jamie provides insights into crafting job offers and the benefits and incentives that can attract and retain top talent. She cautions against cash bonuses and emphasizes the need to align benefits with company culture. Job Offers

In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion in the workplace. Kameka shares her personal journey in HR and emphasizes the need for organizations to align their goals and principles with the protective characteristics outlined in the law. She highlights the benefits of investing in employee development and creating an inclusive culture. Kameka also discusses the challenges and misconceptions surrounding diversity and offers advice on how to create a welcoming environment for all individuals. She emphasizes the importance of supporting mental well-being and provides insights for smaller organizations to promote diversity and inclusion. The episode concludes with empowering messages about embracing one's uniqueness and taking action to make a positive change. Becoming An Inclusive Leader with Guest Kameka McLean