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Indhold leveret af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Compliance ‘Adverse’ [Episode 285]

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Manage episode 453193504 series 2482489
Indhold leveret af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common "David vs. Goliath" mindset that often leads independent advisors to dismiss larger firms' achievements and reveal how Edward Jones' strategic playbook can be adapted for independent practice success.

Listen in as they explore the often-overlooked truth about building a thriving advisory practice: it's not just about working harder but working smarter with intentionality.

Compliance ‘Adverse’ [Episode 285]

Resources in today's episode:

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

  continue reading

768 episoder

Artwork
iconDel
 
Manage episode 453193504 series 2482489
Indhold leveret af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common "David vs. Goliath" mindset that often leads independent advisors to dismiss larger firms' achievements and reveal how Edward Jones' strategic playbook can be adapted for independent practice success.

Listen in as they explore the often-overlooked truth about building a thriving advisory practice: it's not just about working harder but working smarter with intentionality.

Compliance ‘Adverse’ [Episode 285]

Resources in today's episode:

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

  continue reading

768 episoder

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