The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Encore Episode: When Prospecting Goes Wrong
26 minutes Posted Sep 19, 2025 at 7:00 am.
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26:09
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Show notes

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients.

Encore Episode: When Prospecting Goes Wrong