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内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars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, Micah Shilanski, and Finance Rockstars 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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Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Manage episode 412605518 series 2482489
内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars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, Micah Shilanski, and Finance Rockstars 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。
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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Manage episode 412605518 series 2482489
内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars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, Micah Shilanski, and Finance Rockstars 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。
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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类似 The Perfect RIA 的节目
Bloomberg Best features the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 150 Bloomberg News bureaus around the world. Hosted by Ed Baxter and Denise Pellegrini.
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