Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
What You'll Learn In Today's Episode:
- The new year brings a sense of urgency to business planning.
- Delivering value to clients goes beyond just performance metrics.
- Transparency in the industry has evolved over the years.
- It’s important to discern between theoretical advice and practical experience.
- Community and mastermind groups provide valuable support and accountability.
In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, these seasoned pros share what actually drives success in financial planning – and it’s not what most Instagram gurus would have you believe. They tackle the real challenges of entrepreneurship in financial services, offering insights that go beyond the typical “top ten tips” you’ll find in industry publications. They explore how they’ve transformed their practices from standard portfolio management shops into businesses that deliver meaningful, life-changing value to clients.
The conversation takes an honest turn as they dissect the role of community support and mastermind groups – because, let’s face it, sometimes you need someone to tell you when your brilliant idea isn’t so brilliant. Drawing from their podcast journey, they offer a reality check on what it really takes to succeed in this industry (hint: it’s not another certification).
