THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Set ambitious New Year’s resolutions and be willing to pay the price to achieve them.
  • Focus on making sticky changes and delivering value to clients.
  • Embrace extreme accountability and find an accountability partner to hold you accountable.
  • Take action and make the necessary changes to reach your goals.
Table of Contents

In this episode, Jarvis and Micah discuss setting ambitious New Year’s resolutions and the importance of being willing to pay the price to achieve them. They emphasize the need for sticky changes and delivering value to clients. They also introduce the concept of extreme accountability and the role of an accountability partner in achieving goals. The episode concludes with a reminder to take action and make the necessary changes to reach success.

Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
– Estate Planning Masterclass

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