THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • Those that make things look easy have put in the practice.
  • You have to be willing to do the hard things.
  • You need to take the time to visualize situations before they happen.
  • Planning for when things go wrong can help you get back on track.
  • Experimenting with doing things differently should come after economic certainty.
Table of Contents

It’s important to have efficiency in your practice, doing things faster, but what about the effectiveness of what you’re doing? Waving a magic wand won’t get you to where you want to go, you have to practice and put in the reps to see the success. In today’s episode, Matt and Micah discuss the idea that everything you do counts, whether in a prospect, client meeting, or a presentation. How those meetings and presentations go depends on the work you put in beforehand and how prepared you are. You need to do the work!

Ideas Worth Sharing:

‘We’re all about having a balanced lifestyle, but you earn that lifestyle, and you earn it by doing the hard things.’ - Matthew Jarvis Share on X ‘Everything helps, everything hurts, everything counts.’ - Micah Shilanski Share on X ‘The advisors who are delivering the most value are the ones that are doing the hard things.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

See More

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Supporting clients beyond financial aspects.

See More

Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline

The importance of tracking numbers in prospecting.

See More

Contact Us