What You'll Learn In Today's Episode:

  • How to know if what you’re doing is marketing or avoidance behavior.
  • Why you need a way to measure the outcome of your marketing.
  • Metrics you can track.
  • Whether or not you should write a book
  • Why you should never use canned content.
  • Marketing techniques Matthew and Micah use.
  • Why you need to keep doing what worked.
  • Action items to get your marketing moving now.

Podcast Article:

Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be evaluating different marketing techniques and weighing in on their value, who has success with them, and whether or not you should be using similar tactics.

Listen in as they cover which metrics to track, as well as how to figure out where you shine in marketing. You’ll learn the importance of not bothering with canned content, what techniques are working for Matt and Micah, and more.

  • Today is your lucky day! Take this quiz and find out what the  #1 success killer is in your practice. Identify the pain points that are slowly killing your RIA and preventing you from achieving success, in only 2 minutes.

    Whether it is time management, processes, value adds, or your marketing, unlock access to some of the premium resources Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, have already implemented (successfully!) and are sharing with our members.

Resources In Today's Episode:

Recommended Podcast

What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

How advisors can be intentional with prospecting strategies.

See More

Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

Mastering hiring and onboarding: keys to advisory firm growth and the client experience.

See More

Encore Episode: Client Onboarding – Creating A Solid Foundation

Game-changing client onboarding tips to maximize value.

See More

Contact Us