The Power of Mental Checklists [Episode 351]

from The Perfect RIA · host The Perfect RIA

In this episode, Micah and Matthew discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory field. They explore how mental checklists can enhance client experience, the significance of diligence in daily tasks, and the distinction between checklists and processes. The conversation emphasizes the need for effective organization to ensure a seamless client experience and the importance of inspecting tasks to maintain high standards. The Power of Mental Checklists [Episode 351] Resources in today's episode: - Micah Shilanski: Website | LinkedIn- Matt Jarvis: Website | LinkedIn- Learn More about our Coaching Programs

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This episode was published on May 4, 2026.

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