The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Talent Acquisition and Profitable Prospect Meetings
8 minutes Posted Mar 8, 2024 at 8:00 am.
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Show notes

In this episode, Amber first reviews the key takeaways from Monday’s episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting team members and giving back to the community. Additionally, she explores the strategy of charging for prospect meetings and the value it brings to financial advisors.

Resources in today's episode: - Episode Website - Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] - Charging For Prospect Meetings