The Perfect RIA

Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?


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What happens when a prospect says, “I have time tomorrow at 2 pm”? In today’s episode, Matthew and Micah compare this situation to being put into a Jiu-Jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them.

Listen in as the guys break down how making exceptions for a client is actually going to take away from the value you provide. They also discuss the importance of setting very clear expectations (and how to be firm with them), how not to waver when it comes to your process, and more.

Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?

Resources in today's episode:

- Micah Shilanski: Website LinkedIn - Matt Jarvis: Website | LinkedIn

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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