Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: <a href="https://bit.ly/3g9ik6S" target="_blank" rel= "noopener">https://bit.ly/3g9ik6S</a>

Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: https://bit.ly/3g9ik6S

Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: <a href="https://bit.ly/3g9ik6S" rel="noopener noreferrer">https://bit.ly/3g9ik6S</a>

Prospect Lessons from 2021 [Episode 115]

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

Business

News

Investing

Business News

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

Share Prospect Lessons from 2021 [Episode 115]

Sign up to save your podcasts

Prospect Lessons from 2021 [Episode 115]

Prospect Lessons from 2021 [Episode 115]

More shows like The Perfect RIA

Investing Insights

Notes on the Week Ahead

Invest Like the Best with Patrick O'Shaughnessy

The Meb Faber Show - Better Investing

Capital Ideas podcast

Capital Allocators – Inside the Institutional Investment Industry

Animal Spirits Podcast

Small Business Tax Savings Podcast

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Ask The Compound

Retirement Tax Services Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Great Retirement Debate with Ed Slott & Jeffrey Levine