The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Fricken DIY’ers
29 minutes Posted Aug 17, 2023 at 7:00 am.
0:00
29:30
Download MP3
Show notes

Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals who sought to extract valuable information without any intention of becoming clients, referring to them as "brain suckers," they realized that their negative attitude towards these meetings was counterproductive. People approached them seeking information, which prompted a change in approach to charging for prospect appointments. No matter what, your primary focus should always be on delivering as much value as possible during these meetings.

https://bit.ly/3Okps1p