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Show Me Your EBITDA

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Manage episode 455080693 series 2482489
Indhold leveret af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary. Diving deep into the art and science of year-end business planning, Jamie unpacks the critical components that separate thriving practices from merely surviving ones.

Jamie provides a comprehensive guide to financial advisor success, revealing how understanding key performance indicators (KPIs) can be the secret to operational excellence. At the heart of the discussion are crucial financial metrics like EBOC (Earnings Before Owner Compensation) and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). These aren't just fancy acronyms—they're powerful tools that offer a crystal-clear view of a practice's financial health and operational efficiency. Jamie challenges advisors to treat their own business with the same meticulous planning they apply to client portfolios, creating a culture of accountability and strategic growth.

Show Me Your EBITDA

Resources in today's episode:

- Year-End Business Planning How To

  continue reading

768 episoder

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Show Me Your EBITDA

The Perfect RIA

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Manage episode 455080693 series 2482489
Indhold leveret af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary. Diving deep into the art and science of year-end business planning, Jamie unpacks the critical components that separate thriving practices from merely surviving ones.

Jamie provides a comprehensive guide to financial advisor success, revealing how understanding key performance indicators (KPIs) can be the secret to operational excellence. At the heart of the discussion are crucial financial metrics like EBOC (Earnings Before Owner Compensation) and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). These aren't just fancy acronyms—they're powerful tools that offer a crystal-clear view of a practice's financial health and operational efficiency. Jamie challenges advisors to treat their own business with the same meticulous planning they apply to client portfolios, creating a culture of accountability and strategic growth.

Show Me Your EBITDA

Resources in today's episode:

- Year-End Business Planning How To

  continue reading

768 episoder

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