You're Not Marketing, You're Guessing  [Episode 358] episode artwork

EPISODE · Jul 13, 2026 · 30 MIN

You're Not Marketing, You're Guessing [Episode 358]

from The Perfect RIA · host The Perfect RIA

In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly marketing but rather guessing due to a lack of concrete data. The conversation explores the discomfort associated with accountability and the necessity of tracking metrics to ensure success. They also delve into the significance of practicing presentations and preparing for objections to enhance effectiveness in client interactions. In this conversation, Micah and Jarvis discuss the intricacies of engaging an audience during presentations, particularly in the context of financial seminars. They emphasize the importance of warming up the audience, preparing for unexpected scenarios, and the necessity of tracking performance metrics to improve future events. The dialogue highlights strategies for effective communication, addressing audience concerns, and the significance of practice in delivering impactful presentations. You're Not Marketing, You're Guessing  [Episode 358] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

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You're Not Marketing, You're Guessing [Episode 358]

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