The Perfect RIA Matthew Jarvis & Micah Shilanski, Finance Rockstars

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationships. She emphasizes the need for entrepreneurs to view their family as their greatest asset and to avoid treating their spouse as an employee. Kelly also discusses the concept of the unhealthy alpha and provides insights on how to identify and shift away from unhealthy alpha traits, as well as the term breadcrumbs to the muse and how they can enhance relationships.
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Kelly Clements: Website | LinkedIn
- Grow Your Business Without Growing Apart: Book | Course
- Steven Kotler Flow
 

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value.  Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication.
Resources in today's episode:

- Episode Website
- Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
- How To Take A Hit

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences with criticism, which led to this episode, and offers strategies for delivering and receiving constructive feedback. 

How To Take A Hit

Resources in today's episode:

- The Perfect RIA Podcast on Apple
 

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade.
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Micah Shilanski: Website | LinkedIn | Twitter
- Join us in September for TPR LIVE!

In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There’s a balance between providing certainty and acknowledging the market's uncertainty. Amber also recaps why you need to filter the advice you receive—whether you need to walk away from information or check your ego so you can improve your personal growth.
Resources in today's episode:

- Episode Website
- Economic Commentary
- You Can’t Say That!

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mindset as you, as well as be open to improvement and constructive criticism.
You Can’t Say That!

Resources in today's episode:

- Delivering Massive Value