THE PERFECT RIA

What You'll Learn In Today's Episode:

  • How sometimes, people build up a story in their mind and belief it to be facts, which in reality, it’s made up.
  • How masterminds can help you understand your client’s vulnerability.
  • Why you need to be tracking the real numbers instead of guesses.
  • That your goals should match what you’re designing for and solving in your life, not someone else’s.
  • The right questions to ask others at conferences to help your growth.
Table of Contents

If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you’re doing a disservice to yourself and to others. On today’s episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone.

Ideas Worth Sharing:

‘What we’ve found is by financial undressing, it opens up a state of vulnerability.’ - Micah Shilanski Share on X ‘Successful people do what unsuccessful people are willing to do,’ - Matthew Jarvis Share on X ‘I’m not solving for the average person. I’m solving for my life.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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