From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

The Perfect RIA

Kandungan disediakan oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

27d ago 6:50

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Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).

On Thursday, Jamie swooped in with a year-end planning episode that'll make spreadsheet skeptics weak in the knees. From converting prospects into clients faster than a compliance officer can say "no" to transforming your practice to a powerhouse, this episode is packed tighter than a financial advisor's calendar during tax season.

Resources in today's episode:

- Episode Website - Compliance ‘Adverse’ [Episode 285] - Year-End Business Planning How To

768 episod

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