What You'll Learn In Today's Episode:

  • New Year’s resolutions can lead to new opportunities.
  • Building a business requires intentionality and hard work.
  • Entitlement can be detrimental to business success.
  • Client relationships are crucial for delivering value.
  • Hard work is necessary for achieving success.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

In this episode, Matt and Micah kick off 2025 with an episode that’s less about champagne toasts and more about making your financial advisory practice pop like a cork. They dive into the art of intention-setting, reminding listeners that success in the financial world isn’t served on a silver platter – it’s earned through good old-fashioned elbow grease.

In this candid conversation, they tackle the elephant in the room: the entitlement mindset that’s become the silent practice-killer for many advisors. They share their battle-tested wisdom on building sustainable businesses that stand the test of time, emphasizing that client relationships are more than just numbers on a spreadsheet – they’re the heartbeat of a thriving practice.

Resources In Today's Episode:

– Micah Shilanski: Website LinkedIn
– Matt Jarvis: Website | LinkedIn

Recommended Podcast

Stop Defending Your Head Trash! [Episode 343]

You are choosing to lose

See More

The Software Dilemma in Financial Planning [Episode 342]

We all need the fundamentals

See More

Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

See More

Contact Us