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Prospecting That Works [Episode 317]
Episode 317

Prospecting That Works [Episode 317]

The Perfect RIA · The Perfect RIA

July 14, 202525m 42s

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Show Notes

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