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The Perfect RIA

The Perfect RIA

100 Reasons Prospects Say No [Episode 326]

The Perfect RIA · Sep 15, 2025 · 23:22

0:0023:22

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In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the difference between handling objections and answering questions, advocating for a coaching mindset to foster trust and success in client relationships.

100 Reasons Prospects Say No [Episode 326]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn

Episodes: The Perfect RIA

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