THE PERFECT RIA |Prospecting, Overcoming Fears, and Sharing Your Voice

In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taking risks, embracing rejection, and finding a proven strategy to attract clients.

We’ll also recap the insights from Philip Taylor, the founder of PTmoney.com and FinCon, who shares tips for financial advisors attending events to grow their businesses.

And, we’ll talk about Jamie’s recommendations for overcoming fear and pursuing greatness, urging you to take action and draw up a plan to achieve your goals.

Listen to this week’s episodes:

You Thought It Would Be Easy…[Episode 218]

Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor

Stop Being A Failure

Recommended Podcast

Bitcoin [Episode 284]

Communicating with clients on risky moves.

Leveling Up Leadership and Letting Go of Limits

Dilemmas with delegation and cultivating your inner circle.

Whose Table Do You Want a Seat At?

Championing your own life.

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Prospecting, Overcoming Fears, and Sharing Your Voice

Recommended Podcast

Bitcoin [Episode 284]

Leveling Up Leadership and Letting Go of Limits

Whose Table Do You Want a Seat At?

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