From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

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.

15d ago 6:50

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Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).

On Thursday, Jamie swooped in with a year-end planning episode that'll make spreadsheet skeptics weak in the knees. From converting prospects into clients faster than a compliance officer can say "no" to transforming your practice to a powerhouse, this episode is packed tighter than a financial advisor's calendar during tax season.

Resources in today's episode:

- Episode Website - Compliance ‘Adverse’ [Episode 285] - Year-End Business Planning How To

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