Encore Episode: Goal Setting

The Perfect RIA

In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't about dreaming—it's about doing. Jamie challenges financial advisors to move beyond vague aspirations and craft meticulously designed roadmaps that bridge the gap between where they are and where they want to be.

Diving deep into the psychology of achievement, she unpacks the critical importance of creating specific, actionable goals that go far beyond mere hope. Her insights reveal how successful financial advisors transform abstract dreams into concrete plans, complete with measurable milestones and strategic checkpoints.

Encore Episode: Goal Setting