THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • To be successful means sometimes doing things the ‘old school’ way.
  • You may not want to do all the work, but you must put the reps in.
  • Avoiding alerts and not playing office is simple but hard to do.
  • How visualizing helps create a positive mindset.
  • Why you need to be taking advice from those who are several levels above you.
Table of Contents

Do you assume that for someone successful that things just come easy to them, or do you realize that they’re likely putting in the reps? On today’s episode, Matt and Micah talk about how it’s easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes.

Ideas Worth Sharing:

‘There are these things that you have to do to get to that success, and they are not fun.’ - Matthew Jarvis Share on X ‘It’s easy to get addicted to the alerts, the technology, the playing office.’ - Micah Shilanski Share on X ‘If you’re going to be a great level competitor, you have to do the things that great competitors do.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

Encore episode – Client Segmentation

The importance of being intentional with your decisions in business.

See More

Navigating the New Era of Financial Advisory With Peter Velardi

Understanding the Value of Your Financial Practice

See More

Work-Life Balance with Guest Dustin Frost [Episode 312]

Mastering Productivity with Dustin Frost

See More

Contact Us