The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Navigating the Prospect Process and Employee Compensation Conversations
8 minutes Posted Feb 9, 2024 at 8:00 am.
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Show notes

In today’s episode, we’re recapping this week’s highlights. We’re revisiting the prospect process with Monday’s guest, John Barron, and the importance of educating prospects and highlighting an advisor's unique value to avoid commoditization. In addition, we’re recapping employee compensation and how both employees and employers can navigate through that process, as well as the recommendation for employees to focus on becoming indispensable.

 

Resources in today's episode: - Episode Website - Creating a Prospect Process that Works with Guest John Barron - How To Negotiate Your Pay