Raising the Bar: How Jamie C. Shilanski Challenges Her Team to Think Bigger
In a fast‑changing profession, “good enough” quickly becomes obsolete. Jamie C. Shilanski understands this, which is why she’s relentless about raising the bar for herself and her team. She pushes […]
“I Finally Had a Tax Process”: A Mini‑Interview With a Past Summit Attendee
Sometimes the best way to understand the value of an event is to hear from someone who’s already been there. We recently caught up with a past Summit attendee let’s […]
The Perfect RIA in Practice: Lessons From a $2M, 250‑Free‑Day Firm
Many advisors believe building a successful firm requires sacrificing personal time, working longer hours, and constantly growing headcount. Matthew Jarvis has built a very different model. His firm, Jarvis Financial, […]
Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin
AI isn’t replacing advisors - it’s reshaping how they deliver value.
3 Tax Planning Myths That Hold Advisors Back
A lot of advisors know tax planning is important, but they still hesitate to make it a core part of their value. Often, it comes down to a few persistent […]
Turning Tax Season Into an Advisory Opportunity: Lessons From Steven Jarvis
For many advisors, tax season feels reactive. It becomes a rush to gather documents, answer client questions, and move on to the next deadline. But according to Steven Jarvis, tax […]