00
Years
00
Months
00
Weeks
00
Days
00
Hours
00
Minutes
00
Seconds
00
Years
00
Months
00
Weeks
00
Days
00
Hours
00
Minutes
00
Seconds
5 SYMPTOMS OF THE
ONE BIG MISTAKE
THAT IS HOLDING YOU BACK
from reaching your goals and growing your practice during this Power Session
with Matthew Jarvis, CFP® and Micah Shilanski, CFP®
March 29th, 2023 I 9:00 AM PST
We have built "HYPER-EFFICIENT, HIGHLY PROFITABLE PRACTICEs"
BUT WE ARE GUILTY OF MAKING THE SAME MISTAKE
BUT WE ARE GUILTY OF MAKING THE SAME MISTAKE
Micah Shilanski, CFP® and Matthew Jarvis, CFP® have made every mistake when it comes to prospecting, marketing, delivering massive value, running a team, playing office and anything else you could do to sabotage success.
Long before they met each other via www.Kitces.com/7 & www.Kitces.com/110 they were each deep in debt, hiding under their respective desks.
Today they are recognized around the world as two of the best ‘lifestyle’ advisors, who in addition to their own successes with Shilanski and Associates (SAAI) and Jarvis Financial (JFS), have coached hundreds of advisors to similar levels of success.
Regardless of your GOAL as a Financial Advisor...
- Grow your AUM to $X
- Have X number of households
- Have X number of employees
- Spent X days out of the office or anything else...
...we all share that ONE BIG MISTAKE we are guilty of doing over and over again.
WHAT IS THIS POWER SESSION ABOUT
We have met with hundreds of Advisors from across the country and have assessed that there are 5 symptoms of that ONE BIG MISTAKE that all of us make.
The cost of this mistake is significant:
🤔 LIMITED GROWTH
🤔 UNCOMMITTED PROSPECTS
REPUTATION DAMAGE
Once you realize what these symptoms are, you will be able to actively AVOID making that BIG MISTAKE too.
In true The Perfect RIA fashion, Matthew Jarvis, CFP® and Micah Shilanski, CFP® will not just tell you what the mistake is, they will give you actionable advice on how you can take steps towards detecting the symptoms in your practice and avoiding the mistake.
While knowing your mistake might be the first step to recovery, all success comes from ACTION! In this Power Session, Matt and Micah will also be sharing not only the action steps to correct this mistake but the exact scripts, templates, processes, and documents they use in their respective practices to REACH THEIR GOALS!
Get ready to LEARN from the best and, more importantly, IMPLEMENT what will work in your own practice.
No B.S. from "Industry Experts" that have never once sat with a prospect or client in a meeting.
Real advice from real advisors.
Learn how to detect the 5 symptoms of that ONE BIG MISTAKE
that is holding you back from achieving your goals!
Real advice from real advisors.
Learn how to detect the 5 symptoms of that ONE BIG MISTAKE
that is holding you back from achieving your goals!
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice.
Copyright © 2023 The Perfect RIA
