
A Tangent with Floyd Shilanski
In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the industry, from the growth-focused early stages of an advisor's career to the nuanced expertise of seasoned professionals. They tackle a provocative question: what does it truly mean to be a professional in this field? They argue that recognizing and charging for one's value is not just acceptable, but necessary.
Jamie and Floyd don't overlook the human element of financial advisory. They delve into the art of building trust and strong…
The skinny
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