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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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The Power of Authority - Why We Follow Experts

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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or break a financial advisor's relationship with clients.

But it's not just about numbers and legal jargon. Skilled financial advisors can address their clients' deepest uncertainties and provide emotional relief through comprehensive estate planning. Jamie's advice underscores the importance of empathy and understanding in delivering top-notch financial guidance.

The Power of Authority - Why We Follow Experts

  continue reading

744 episoade

Artwork
iconDistribuie
 
Manage episode 433085301 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or break a financial advisor's relationship with clients.

But it's not just about numbers and legal jargon. Skilled financial advisors can address their clients' deepest uncertainties and provide emotional relief through comprehensive estate planning. Jamie's advice underscores the importance of empathy and understanding in delivering top-notch financial guidance.

The Power of Authority - Why We Follow Experts

  continue reading

744 episoade

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