The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
New Year - New You [Episode 237]
30 minutes Posted Jan 1, 2024 at 8:00 am.
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Show notes

In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve them. They emphasize the need for sticky changes and delivering value to clients. They also introduce the concept of extreme accountability and the role of an accountability partner in achieving goals. The episode concludes with a reminder to take action and make the necessary changes to reach success.

New Year - New You