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Tìm kiếm các tập trước của The Perfect RIA.

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In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment for prospects, addressing DIY mentalities, and the significance of building credibility and integrity in client relationships. T…
When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather facts, and take full ownership without making excuses. By maintaining proactive client communication and documenting solutio…
In this episode, Matthew Jarvis interviews Darren Whissen from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They explore the importance of compliance in alternative investments, how to effectively communicate with clients about these op…
In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for successful transactions. They explore the importance of understanding growth potential, the implications of earnouts, and the sign…
In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals. They explore who should avoid deals, the importance of business growth, the risks associated with client concentration, and the c…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Matthew Jarvis, CFP® & Micah Shilanski, CFP®, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.