Think “work-life balance” is achievable? Jamie Shilanski has news for you—it’s time to ditch that myth along with the office drama. Jamie spills the tea on building a financial planning practice that actually works, minus the theatrics. She breaks down how surge periods can transform client engagement from a constant juggling act into a well-oiled machine. And while everyone’s entitled to a bad day (we’re human, after all), bad behavior gets no free passes. By fostering emotional intelligence and creating a culture where accountability meets support, she shows how letting go of drama-prone team members isn’t just acceptable—it’s often the secret sauce to leveling up your practice.
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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See MoreMatthew will share how to double your success in the four areas of practice success.
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