
Sign up to save your podcasts
Or


In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value.
Prospecting That Works [Episode 317]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value.
Prospecting That Works [Episode 317]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

522 Listeners

193 Listeners

2,356 Listeners

948 Listeners

284 Listeners

798 Listeners

2,035 Listeners

256 Listeners

2,151 Listeners

930 Listeners

241 Listeners

340 Listeners

125 Listeners

136 Listeners

142 Listeners