Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and replicating successful strategies, emphasizing the importance of attention to detail and strict adherence to deadlines. Amber stresses how these practices can significantly enhance an advisor's effectiveness and overall performance. Resources in today's episode: - Episode Website - You Are Only Cheating Yourself [Episode 264]