THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • Why 10x is easier than 2x.
  • How to move away from the allure of shiny things and focus on what you need to do.
  • That you need to look at the little steps and milestones to progress toward your goal.
  • Hiring a junior advisor is not going to fix your practice.
  • That you need to have a big enough ‘why’ for your goals.
Table of Contents

Do you have big aspirational goals? Elon Musk’s goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there’s some silver bullet? On today’s episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you’ve done before.

Ideas Worth Sharing:

‘I know what I need to do every single week to progress toward that goal’ - Matthew Jarvis Share on X ‘Sometimes you have to accept if you built a bad business model, you need to change the business model.’ - Micah Shilanski Share on X ‘Silver bullets just don’t work.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

So, How Will You Get All Those New Clients? [Episode 292]

Tracking metrics for prospecting success.

See More

Why Clients Leave (And How to Keep Them)

The impact of empathy in your client relationships.

See More

What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

See More

Contact Us