In this episode, Micah and Matt discuss the key steps and strategies for successful prospecting and client conversion. They emphasize the need to track and analyze prospect data to identify the most effective prospecting channels and the significance of knowing your numbers and tracking conversion rates at each step of the process. They also highlight the importance of simplifying complex concepts for clients and differentiating oneself from other advisors. Additionally, they discuss the importance of evaluating and adjusting prospecting strategies and identifying reasons for prospect rejection.
– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
– One Page Financial Plan
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
See More