In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value.

Prospecting That Works [Episode 317]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn

In this encore episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.

Encore Episode: How Are You Accountable When You Make a Client Mistake?

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlighting the significance of communication, accountability, and continuous improvement in client relationships.

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn