Podknife - A Failure to Plan is a Plan to Fail [Episode 281] by The Perfect RIA

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A Failure to Plan is a Plan to Fail [Episode 281]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Nov 04, 2024
Episode Duration |: 00:28:38

In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance.

Matt and Micah also emphasize aligning your professional goals with your dream lifestyle because what's the point of success if you're not living your best life? They advocate for measuring progress with actionable metrics and creating a game plan that turns lofty ambitions into tangible results. Their message is clear: in the fast-paced world of financial advising, standing still is moving backward.

A Failure to Plan is a Plan to Fail [Episode 281]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

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