Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship. https://bit.ly/45uKL7w

In today’s episode, Matt is joined by Matt Halloran from ProudMouth to explore the concept of unapologetically being yourself in your content. This authenticity is the accelerator for influence - the only marketing that truly resonates in today's world. Matt Halloran emphasizes the shift from selling to connecting and that you must build influence that compels people to want to buy, and to do that, you must embrace your authentic self. Authenticity not only avoids burnout but also solidifies your place within your industry. In a world of information overload, regurgitating generic content is just noise, so you want to know your audience deeply, understand their real problems, and address them with passion. This approach creates genuine connections that transform everything. Matthew Jarvis and Matt Halloran will also discuss the vital art of listening. Whether it's through hosting guests on your podcast or interacting with clients, active listening shapes success. This trait differentiates great financial planners from the rest. The wisdom to listen brings about transformational change. https://bit.ly/3YDQXb0

In today’s episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and critical thinking.  While software can aid the process, it cannot replace the skills of a skilled financial planner, and, unfortunately, relying solely on software can lead to inaccurate results and a lack of awareness of potential errors. They’ll also stress the importance of effective communication, asserting that even the most sophisticated software is useless if clients cannot grasp its implications.  https://theperfectria.com/podcast/219

In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taking risks, embracing rejection, and finding a proven strategy to attract clients.  We’ll also recap the insights from Philip Taylor, the founder of PTmoney.com and FinCon, who shares tips for financial advisors attending events to grow their businesses.  And, we’ll talk about Jamie’s recommendations for overcoming fear and pursuing greatness, urging you to take action and draw up a plan to achieve your goals.  Listen to this week's episodes: You Thought It Would Be Easy…[Episode 218] Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor Stop Being A Failure https://bit.ly/3QQpG3p

Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomfort in their lives, emphasizing that fear of failure and lack of control often hinder progress. Have you asked yourself, "What if this works?" and taken steps to create a plan to overcome fears and pursue your dreams? And are you surrounding yourself with supportive people and like-minded professionals? Don’t settle for mediocrity. https://bit.ly/3QxpO7z

Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal finance bloggers and how it evolved into a collaborative event focused on sharing ideas and fostering a sense of abundance among money experts. They discuss the inclusive speaker selection process, the diverse tracks offered at FinCon for financial advisors and coaches, and the importance of embracing a unique voice in content creation. Additionally, they highlight the significance of treating blogging as a dynamic and constantly evolving entity, emphasizing proactive content monitoring to stay relevant and connected with the audience.  https://bit.ly/3qsif7p

Matt and Micah discuss the challenges of prospecting and marketing, emphasizing the need for realistic expectations and embracing rejection. They highlight the importance of tracking marketing strategies and learning from successful advisors. They also discuss the value of delegating tasks and using virtual assistants, as well as planning for short-term and long-term marketing strategies for new advisors.

This podcast discusses the effectiveness of the one-page financial plan in demonstrating value to prospects, the challenges of creating it, and the importance of showcasing value. It also explores overcoming obstacles for success in business and the changing attitudes towards meetings with potential clients and charging for prospect appointments.

The podcast discusses the challenges posed by DIYers and the change in approach to charging for prospect appointments. They emphasize the importance of delivering value during meetings and highlight the role of seminars in building relationships. They explore the use of a fact finder document to establish credibility and the benefits of charging for prospect appointments. They also discuss gathering client information, setting goals, extreme accountability in financial planning, and the ideal clients they aim to onboard.

Amyr Rocha Lima discusses the importance of intentional work, overcoming self-limiting beliefs, and learning from experienced individuals. Emphasis on taking action, embracing setbacks, focusing on long-term goals, giving back to the advisory community, and overcoming limiting beliefs.