You're Not Marketing, You're Guessing [Episode 358]

Podcast: The Perfect RIA · Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Opublikowano: 2026-07-13

In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly marketing but rather guessing due to a lack of concrete data. The conversation explores the discomfort associated with accountability and the necessity of tracking metrics to ensure success. They also delve into the significance of practicing presentations and preparing for objections to enhance effectiveness in client interactions. In this conversation, Micah and Jarvis discuss the intricacies of engaging an audience during presentations, particularly in the context of financial seminars. They emphasize the importance of...