Sign up to save your podcasts
Or
Share How to Get More Clients This Summer [Episode 318]
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to Get More Clients This Summer [Episode 318]
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
View all episodes
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®
4.8
452452 ratings
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
More shows like The Perfect RIA
View all
Notes on the Week Ahead
197 Listeners
Behind The Advisor
138 Listeners
Capital Ideas Podcast
284 Listeners
Stay Wealthy Retirement Podcast
670 Listeners
Animal Spirits Podcast
2,013 Listeners
The Compound and Friends
2,098 Listeners
The Long View
892 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
242 Listeners
Barron's Advisor
106 Listeners
Ask The Compound
320 Listeners
Retirement Tax Services Podcast
124 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
133 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
45 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
141 Listeners
Advisor Marketing Made Simple
24 Listeners