
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They'll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and client action and caution against falling into the trap of following flashy success stories without considering the hard work behind them. Encore Episode: You Thought It Would Be Easy… Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Encore Episode: Yes, There is One Silver Bullet

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

The Power of Mental Checklists [Episode 351]

How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
Free AI-powered recaps of The Perfect RIA and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.