Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving landscape of financial planning. They dive into the core focus on planning adopted by successful advisors, the implementation differences in planning software usage between broker-dealers and RIAs, and the shifting perception of insurance products. Greg discusses the challenges and trade-offs associated with transitioning to an independent RIA with insights into the struggles faced by advisors, as well as the significance of effective delegation and continuous investment in professional development and technology understanding.
‘I definitely witnessed that from the beginning of how much you actually need to take on as an independent business owner, depending on your staff.’ - Greg Goin Share on X
‘If you're at capacity, it's either a failure to delegate and or a failure to invest.’ - Matthew Jarvis Share on X
‘Some of the best firms, they've done a really good job of separating out and putting a team around their clients versus kind of the one-person operation.’ - Greg Goin Share on X
– Matt Jarvis: Website | LinkedIn
– Greg Goin: LinkedIn
– The Entrepreneurs’ Field Guide
– What Works Wednesday – Business Planning with Expert EOS Business Coach Scott Rusnak
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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