Kelly Shikany's guest appearances

Kelly Shikany

Financial Advisor Success

Financial Side of Life -  College, Retirement and Life

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

Kelly Shikany is a financial advisor and Director of Wealth Management for Lakeside Wealth, a hybrid RIA where she manages a base of nearly $90 million in client assets. Deciding to not hang her hat as a solo advisor, Kelly instead navigates existing advisory firms so she can focus more on her clients. She joins the show to discuss her career path and how she has worked her way to the successful position she is in today. In this episode, we talk about how Kelly grew her client base in her younger years by conducting “women’s circles” so she could establish relationships in her small-town community. Listen in to learn how she differentiated herself from other advisors in the area, how she structures her week to maximize personal productivity, and what helped her overcome feelings of failure so they wouldn’t hold her back. For show notes and more visit: https://www.kitces.com/159      

Kelly Shikany is a financial advisor and Director of Wealth Management for Lakeside Wealth, a hybrid RIA where she manages a base of nearly $90 million in client assets. Deciding to not hang her hat as a solo advisor, Kelly instead navigates existing advisory firms so she can focus more on her clients. She joins the show to discuss her career path and how she has worked her way to the successful position she is in today. In this episode, we talk about how Kelly grew her client base in her younger years by conducting “women’s circles” so she could establish relationships in her small-town community. Listen in to learn how she differentiated herself from other advisors in the area, how she structures her week to maximize personal productivity, and what helped her overcome feelings of failure so they wouldn’t hold her back. For show notes and more visit: <a href="https://www.kitces.com/159" rel="nofollow" target="_blank">https://www.kitces.com/159</a>

Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany