Learning

Time‑Blocking Like a Pro: The Calendar Strategies Behind Micah Shilanski’s Freedom

Time‑Blocking Like a Pro: The Calendar Strategies Behind Micah Shilanski’s Freedom

If your calendar is packed from morning to night, it can feel like there is never enough time to get the important work done—or simply step away from the office. […]

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Why Tax Planning Is the Ultimate Differentiator for Next‑Gen Advisors

Why Tax Planning Is the Ultimate Differentiator for Next‑Gen Advisors

For next-gen financial advisors, building credibility can feel like an uphill battle. Without decades of experience or a long list of client success stories, finding ways to stand out is […]

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Countdown to the 2026 Tax Summit: What to Expect Each Day

Countdown to the 2026 Tax Summit: What to Expect Each Day

If you’ve been curious about the 2026 tax summit agenda, it helps to know exactly what the experience looks like. Think of it as two intense, practical days focused on […]

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Podcast

Weekly Newsletter

RTS #029 Let’s play a game
December 22, 2023

RTS #029 Let’s play a game

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RTS #028 A few reminders in this season of unsolicited advice
December 15, 2023

RTS #028 A few reminders in this season of unsolicited advice

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RTS #027 Don’t skip the “small” stuff
December 8, 2023

RTS #027 Don’t skip the “small” stuff

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RTS #026 Tax planning doesn’t happen in a silo
December 1, 2023

RTS #026 Tax planning doesn’t happen in a silo

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