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 […]
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“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 […]
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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, […]
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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 […]
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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 […]
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How to Build a Year‑Round Tax Planning Calendar for Your Clients
Why Year-Round Tax Planning Matters for Financial Advisors Year-round tax planning for financial advisors is what separates reactive firms from proactive ones. Most clients still associate tax planning with a […]
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How Advisors Can Use AI and Technology to Level Up Tax Planning
How Financial Advisors Can Use AI for Tax Planning and Smarter Client Strategies AI for tax planning for financial advisors is no longer a future concept—it’s quickly becoming a competitive […]
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Lifestyle Design for Financial Planners: What Micah Shilanski Knows That Most Don’t
Lifestyle design for financial advisors is the intentional process of building a business that supports your ideal life—not competes with it. While many advisors focus on revenue, AUM, or client […]
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7 Tax Questions Every Advisor Should Ask in Annual Reviews
An annual review shouldn’t just revisit performance, it should uncover new tax planning opportunities. By asking the right tax questions for annual reviews, financial advisors can identify risks, optimize strategies, […]
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