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.
– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
– Estate Planning Masterclass
Building trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See MoreJust keep doing what you’re doing
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