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.
Building trust through personal stories.
See MoreMatthew 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.
See MoreJust keep doing what you’re doing
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