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.
That’s part of our job: taking those complex areas and really boiling them down to small achievable steps for clients so that they can have a lot of mini successes on their way to financial independence. - @ThePerfectRIACLICK… Share on X
If you’re going to try to speak to the entire world, you’ve got to speak in a way that’s unlike what everybody else said. - @ThePerfectRIACLICK TO TWEET Share on X
If I can’t improve the lives of my clients WHILE making money, I will not be in business. - @ThePerfectRIA Share on X
Tax planning mistakes and team communication.
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The need for consistent and respectful follow-up
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Why intentional tax planning is necessary.
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