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内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容(包括剧集、图形和播客描述)均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Compliance ‘Adverse’ [Episode 285]

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Manage episode 453193504 series 2482489
内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容(包括剧集、图形和播客描述)均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

764集单集

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Compliance ‘Adverse’ [Episode 285]

The Perfect RIA

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Manage episode 453193504 series 2482489
内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容(包括剧集、图形和播客描述)均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

764集单集

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