The Perfect RIA

Marketing Mistakes & How to Avoid Them [Episode 32]


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If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what they learned in order to give you the insight and guidelines you need to avoid making these same mistakes in your own practice.

Listen in to hear some of their biggest marketing flops and what they could've—and probably should've—done differently. You'll also get to hear some of the successful marketing choices they have made that will make it easier for you to gauge and ensure success for yourself.

You can find show notes and more information by clicking here: https://bit.ly/2Z9GwMd

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

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