Podknife - Upgrade, Graduate, or Just Keep Playing Office [Episode 252] by The Perfect RIA

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Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Apr 15, 2024
Episode Duration |: 00:27:40

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade.

Upgrade, Graduate, or Just Keep Playing Office [Episode 252] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn | Twitter- Join us in September for TPR LIVE!

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