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Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room

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 |: Jul 12, 2024
Episode Duration |: 00:07:07

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.

The recap also highlights Jamie's insights on managing decision fatigue and maintaining work-life balance in the demanding world of financial advising. Advisors can optimize their professional processes while nurturing personal relationships by focusing on effective communication with clients and loved ones and finding humor in challenging situations.

Resources in today's episode:

- Episode Website - You Are Only Cheating Yourself [Episode 264] - Decision Fatigue

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