
Sign up to save your podcasts
Or


Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals.
https://theperfectria.com/podcast/225
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals.
https://theperfectria.com/podcast/225

137 Listeners

803 Listeners

194 Listeners

284 Listeners

678 Listeners

2,030 Listeners

2,113 Listeners

916 Listeners

243 Listeners

114 Listeners

326 Listeners

128 Listeners

134 Listeners

48 Listeners

150 Listeners