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Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]

The Perfect RIA

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How to Stop Dreaming About Prospects

Jars: The first thing you need to do is stop dreaming out prospects and really look and say, what are the levers I can pull every single week, every single day, that will get me to seeing prospects? Is that centers of influence? What is it? And what can I actually track versus just dream about? Right. So we've seen a massive drop in the amount of data that we have from clients coming in. We're like, well, the crop, we made it easier. But apparently not. Jars: By the way, when we're talking about success, don't talk about client fee-only or if you want to make $12 more for one person

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