The Perfect RIA

Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]


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In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects.

They emphasize the importance of answering prospects' burning questions to build trust and credibility, and encourage advisors to explore diverse marketing channels, from social media and podcasts to impactful in-person events, while stressing the need to commit to chosen strategies for the long haul to see meaningful results.

- Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]

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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