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Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash related to increasing his fees and navigating the fear from his extreme accountability.
On Wednesday, the conversation shifted to leadership with Carlos Mendez from Echelon Front, co-founded by the remarkable Jocko Willink, diving into the 4 laws of combat and building successful relationships.
Thursday, Jamie shed light on the challenges advisors face when clients make decisions against their recommendations and how to maintain accountability to safeguard both the advisor and the client.
Join us for this week’s highlights and action items.

Listen to this week’s episodes:

Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]

Navigating Leadership Waters with Guest Carlos Mendez

You’re Pi$$ing Me Off – Part 2

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Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?

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Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

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Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

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