What You'll Learn In Today's Episode:

  • Don’t compare your progress to others, as their lives may not be as they appear
  • Be discerning about what is real and what is just a show
  • Use the CHER test to determine if something truly matters in the long run
  • Set smaller milestones to achieve your annual goals

Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of comparison in our digital age. Jamie exposes the hidden costs of our attachment to electronic devices and the illusion of others cracking the code.
She shares her personal success filters and introduces the game-changing CHER test, a powerful tool to cut through the noise and focus on what truly matters in the long run.

Recommended Podcast

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

See More

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

See More

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Contact Us