Prospecting That Works for Advisors
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Looking for prospecting help? Jamie’s ready to share guidance on marketing and how to identify the right fit for your services. Discover the importance of consistency in marketing and the need to persist in strategies that work. Learn about goal planning, setting realistic targets, and the significance of discipline in achieving success as Jamie shares practical tips to ensure your marketing efforts stand the test of time. Prospecting That Works for Advisors Resources in today's episode: - Niche Slapping Time - Don’t miss out on our upcoming Prospect Process Masterclass. Contact [email protected] to stay informed.