From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

The Perfect RIA

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.

1M ago 6:50

MP3•Episode hjem

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).

On Thursday, Jamie swooped in with a year-end planning episode that'll make spreadsheet skeptics weak in the knees. From converting prospects into clients faster than a compliance officer can say "no" to transforming your practice to a powerhouse, this episode is packed tighter than a financial advisor's calendar during tax season.

Resources in today's episode:

- Episode Website - Compliance ‘Adverse’ [Episode 285] - Year-End Business Planning How To

773 episoder

#Trading #Business News #Business #Financialadvisor #Financialplanner #Growmypractice #Matthew Jarvis & Micah Shilanski #Matthew Jarvis #Micah Shilanski #News #RIA