THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • Why you need to be celebrating milestones on your path towards your goals.
  • That you shouldn’t try to do everything yourself.
  • That you don’t need to wait until something is 100% perfect before sharing with clients.
  • The benefits of living in a small town.
  • Why you need to invest time and energy into your team.
Table of Contents

Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they’re perfect? On today’s episode, Matt is joined by Bryan Sweet from Sweet Financial Partners to share how he’s created his perfect practice. Bryan shares why you should focus on doing the things you’re good at and why you need to focus on smaller steps to help you reach your bigger goals while playing the long game. Bryan will also talk about how living in a small town has been an advantage both with the clients he serves and with his team.

Ideas Worth Sharing:

‘It’s all about a lifetime of building something.’ - Bryan Sweet Click To Tweet ‘I’m such a fan and advocate of advisors teaching other advisors.’ - Matthew Jarvis Click To Tweet ‘It’s always keeping in mind, no matter what the situation is, just do what’s in the best interest of the client even if there’s nothing in it for you because it will always come back tenfold.’ - Bryan Sweet Click To Tweet

Resources In Today's Episode:

Recommended Podcast

Enhancing Client Communication and Interactions

Answering questions with confidence and understanding from experience.

See More

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

See More

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

See More

Contact Us