
Sign up to save your podcasts
Or


Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They'll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and client action and caution against falling into the trap of following flashy success stories without considering the hard work behind them.
https://theperfectria.com/podcast/218
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They'll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and client action and caution against falling into the trap of following flashy success stories without considering the hard work behind them.
https://theperfectria.com/podcast/218

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