How to Get More Clients This Summer [Episode 318]

Episode 318

In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems in financial advising. They emphasize understanding the client journey, setting realistic expectations for growth, and the role of curiosity in learning from successful peers. The conversation culminates in actionable steps for listeners to implement in their practices.

Resources in today's episode:

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

Published on 5 months, 1 week ago

Podcast Episode Details

How to Get More Clients This Summer [Episode 318]