What You Are Entitled To In 2025 [Episode 290] The Perfect RIA podcast

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What You Are Entitled To In 2025 [Episode 290]

3d ago 22:55

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In this episode, Matt and Micah kick off 2025 with an episode that's less about champagne toasts and more about making your financial advisory practice pop like a cork. They dive into the art of intention-setting, reminding listeners that success in the financial world isn't served on a silver platter – it's earned through good old-fashioned elbow grease.

In this candid conversation, they tackle the elephant in the room: the entitlement mindset that's become the silent practice-killer for many advisors. They share their battle-tested wisdom on building sustainable businesses that stand the test of time, emphasizing that client relationships are more than just numbers on a spreadsheet – they're the heartbeat of a thriving practice.

What You Are Entitled To In 2025 [Episode 290]

Resources in today's episode:

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

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