What You'll Learn In Today's Episode:

• Taking time out of the office doesn’t mean you’re not working.
• You need to review the prospect tracker regularly.
• Understanding the client journey is crucial for effective marketing.
• You have to create a framework that allows for mutual selection.
• Tracking is essential for identifying areas of improvement.
• Setting realistic expectations is key to long-term success.
• Curiosity about others’ success can lead to personal growth.
• It’s not just about knowing, it’s about taking action.

In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems in financial advising. They emphasize understanding the client journey, setting realistic expectations for growth, and the role of curiosity in learning from successful peers. The conversation culminates in actionable steps for listeners to implement in their practices.

Resources In Today's Episode: