THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • It may take some time to figure out what works for you.
  • Be intentional about the time you dedicate to creating content.
  • The importance of being consistent in providing information on social media.
  • You need to commit to doing something in order to see results.
  • How the best content came from client questions.
Table of Contents

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content marketing. Dave will share how he started creating content and the importance of being intentional about educating others and about your time.

Ideas Worth Sharing:

‘Commit to becoming a person who can think and who can communicate effectively.’ - Dave Zoller Share on X ‘It’s easy to get caught up in the illusion of instant success.’ - Matthew Jarvis Share on X ‘If you are not tied to the outcome in the beginning, and you just try to help people, that’s a great place to start.’ - Dave Zoller Share on X

Resources In Today's Episode:

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

See More

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

See More

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

See More

Contact Us