Building Your Dream RIA and Debunking the Perfect Balance Myth

The Perfect RIA

เนื้อหาจัดทำโดย Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

2M ago 6:02

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In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it might not exist!). On Monday, Ryan Morrissey joined Matt and kicked off our week by sharing his journey from advisor to independent RIA owner, proving that sometimes the scariest leaps lead to the best rewards. His secret for success? A combination of educational marketing through classes (with a dash of direct mail that actually works) and implementing key strategies from The Perfect RIA, like Surge meetings.

Thursday’s episode brought Jamie's honest take on what she calls the "work-life balance myth." She shared how being an advisor means accepting that you can't give 100% to everything all the time. Think of it as a lever - when you're pushing hard at work, especially during Surge seasons, something's got to give on the home front. Her solution? Transparent conversations with family and a strict "no drama" policy at the office.

Resources in today's episode:

- Episode Website - Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282] - Drama, Drama, Drama

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