The Perfect RIA Encore Episode: Business Planning
Sep 5, 2025
Explore the transformative power of systems over traditional goal-setting for business success. The hosts share engaging personal anecdotes about accountability and structured planning. Discover how short-term goals can yield long-term results through effective time blocking. Learn the significance of vetting professionals before hiring and the value of strategic decision-making. Plus, get excited about a new engagement initiative and a live event on actionable business plans that fosters personal connections.
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Episode notes
Systems Trump Goals
- Winners focus on systems, not just goals, to deliver consistent long-term results.
- Matthew Jarvis changed his practice in 2009 by mapping daily systems and then hit $15M new assets that year.
Design Weekly Systems
- Map repeating weekly and monthly tasks that produce your goal instead of hoping the goal happens.
- Schedule client calls, prospect follow-ups, and COI lunches as a consistent system.
Break Goals Into Daily Tasks
- Break annual goals into daily bite-sized actions to avoid overwhelm and last-minute failures.
- Track progress visually so you see small wins and keep momentum.