Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline

The Perfect RIA

Вміст надано Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1M ago 6:39

MP3•Головна епізоду

In this week’s recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah emphasized that successful financial advisory practices need more than just revenue goals – they need sustainable double-digit client growth to maintain and increase practice valuations.

The heart of their message centered on the sometimes uncomfortable but crucial practice of "financial undressing" – laying bare your practice's real numbers rather than the ones you might be telling yourself.

And when it comes to prospecting, Matt and Micah drew a clear distinction between leads and prospects, emphasizing the importance of having a well-defined process from initial contact through onboarding. They stressed that top-performing offices review their pipeline weekly, tracking everything from contact rates to close ratios, even if it means confronting rejection head-on.

Resources in today's episode:

- Episode Website - So, How Will You Get All Those New Clients? [Episode 292]

787 епізодів

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