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 her people to think beyond day‑to‑day tasks and consider bigger questions: How can we serve clients at a higher level? Where are we leaving value on the table? What would it look like to run a practice that is both elite and sustainable? Those questions don’t always have easy answers—but that’s exactly why Jamie insists on asking them.
That mindset helps create a culture where growth, accountability, and innovation become part of the everyday standard.
How Great Leaders Challenge Their Teams to Grow
The 2026 Summit is part of that push. She’s not just sending team members to get a few tips; she’s sending them to be challenged by experts who live at the edges of capacity, growth, and implementation.
By exposing her team to different perspectives and high-level conversations, Jamie creates opportunities for deeper thinking and stronger execution back at the firm.
What Teams Gain From the 2026 Summit
RaQuel Hopkins will stretch how they think about thriving under pressure. Phil M Jones will challenge their assumptions about sales, prospecting, and communication. Robert Norlander will expand their awareness of risk, documentation, and the investigative lens.
Each speaker brings a different type of challenge that encourages advisors and teams to think more intentionally about how they operate and grow.
When a team learns to think bigger together, they come home with a shared sense of what’s possible—and a shared responsibility to make it real. That’s the outcome Jamie is after.The strongest teams are often the ones willing to continuously learn, adapt, and raise expectations together over time.
If you want your team to grow beyond routine work and start thinking at a higher level, the 2026 Summit is designed to challenge perspectives, expand capabilities, and inspire meaningful action across your entire firm
