What You'll Learn In Today's Episode:

  • A common misunderstanding when it comes to having the perfect RIA.
  • The importance of processes and not recreating everything to fit you perfectly.
  • Why one of our listeners has decided to take an entire week off each month.
  • The value of looking the part.
  • How to get yourself in front of who you want to do business with.
  • Why establishing yourself as an expert within a specific niche is crucial.
  • How to use COIs (center of influence) and get the most out of them.

 

Podcast Article:

It can be really hard to know where to begin when you’re building your practice from the ground up, so today’s episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how well you do from the beginning so you get up on your feet faster.

Listen in to discover what common mistake many advisors make and how it affects not only their practices, but also their lives. You will also learn the importance of making the shift you need before life forces you to do it, tips on solid prospecting and getting yourself in front of the right people, and more.

Recommended Podcast

Understanding Annuities and the Characteristics of Successful Leaders

Training in the annuity space and discipline for success.

See More

How to Achieve Success in 2 Steps

The Difference Between Wishing and Goal-Setting

See More

The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

Understanding annuities and strategies to help your clients.

See More

Contact Us