The Perfect RIA

Raising Your Gaze and Being Coachable with Guest Nic Yeomans


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Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces already conquering the industry, Nic and Matt explore the habits, mindsets, and actions that make all the difference. They discuss the pivotal role of mindset and intentionality in achieving success, shedding light on how easily we fall into routines that hinder growth and the transformative impact of having a coach and seeking guidance from those who have paved the way for others.

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

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