What You'll Learn In Today's Episode:

• Surge scheduling simplifies client management and team planning.
• Drama in the workplace is unacceptable and must be addressed.
• Work-life balance is a myth; it’s about managing priorities.
• You can’t give 100% to everyone all the time.

In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it might not exist!). On Monday, Ryan Morrissey joined Matt and kicked off our week by sharing his journey from advisor to independent RIA owner, proving that sometimes the scariest leaps lead to the best rewards. His secret for success? A combination of educational marketing through classes (with a dash of direct mail that actually works) and implementing key strategies from The Perfect RIA, like Surge meetings.

Thursday’s episode brought Jamie’s honest take on what she calls the “work-life balance myth.” She shared how being an advisor means accepting that you can’t give 100% to everything all the time. Think of it as a lever – when you’re pushing hard at work, especially during Surge seasons, something’s got to give on the home front. Her solution? Transparent conversations with family and a strict “no drama” policy at the office.

Resources In Today's Episode: