![Upgrade, Graduate, or Just Keep Playing Office [Episode 252] - podcast episode cover](https://assets.metacast.app/images/episode/artwork/KV226l9n)
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Apr 15, 2024•28 min•Ep. 252
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade.
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Micah Shilanski: Website | LinkedIn | Twitter
- Join us in September for TPR LIVE!
For the best experience, listen in Metacast app for iOS or Android