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

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

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Prospecting, Overcoming Fears, and Sharing Your Voice

Recommended Podcast

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

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