In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value.
How to manage expectations and communicate the value of surge to new clients.
See MoreMoney is a tool to be used.
See MoreWhen it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
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