The Perfect RIA

How to Get More Clients This Summer [Episode 318]

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In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems in financial advising. They emphasize understanding the client journey, setting realistic expectations for growth, and the role of curiosity in learning from successful peers. The conversation culminates in actionable steps for listeners to implement in their practices.

How to Get More Clients This Summer [Episode 318]

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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