Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
In this week’s recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering transformational growth and delivering exceptional value in today's evolving advisory landscape. Dan introduces the intriguing concept of the "experience economy" and offers practical strategies for strengthening client relationships in an era increasingly influenced by AI and automation. The episode then shifts to Jamie's discussion on the various stages of an advisor's career path - from Growth to Freedom to Empire. Jamie provides thoughtful advice on overcoming self-doubt, confidently communicating your worth, and consistently providing value to clients. She highlights the significance of regular self-assessment, effective communication, and maintaining confidence in your unique value proposition. Resources in today's episode: - Episode Website - Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] - Mindset Mastery: Overcoming Barriers to Charging Premium Fees
9/6/24 • 08:02
Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock-your-socks-off client experiences isn't just good service—it's a marketing tactic. Jamie discusses the stages of an advisor's career—from Growth to Freedom and, finally, the Empire stage. Each comes with its own set of challenges and triumphs. Feeling like an imposter when it comes to your fees? You're not alone. Jamie tackles the elephant in the room - self-doubt - and arms you with powerful strategies so you can silence that inner critic once and for all. Mindset Mastery: Overcoming Barriers to Charging Premium Fees
9/5/24 • 37:43
In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can transform their practices from mere service providers to architects of memorable client experiences. The industry is rapidly shifting from a product focus to an experience focus, and Dan emphasizes that modern financial planning should revolve around clients' goals and values rather than just charts and numbers. From the mindset shift required to embrace this new paradigm to the operational changes needed to support it, Dan offers a wealth of insights for advisors at every stage of their careers. He stresses the importance of cultivating genuine curiosity and empathy as crucial tools for understanding clients' needs. Creating positive experiences, Dan explains, requires intentionality in all aspects of client interactions, going beyond providing services to crafting "time well spent" for clients. Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Dan Murphy: Website | LinkedIn - Financial Planning Experience - Financial Wellness Experience - The Experience Economy by Joseph Pine and James Gilmore
9/2/24 • 27:55
In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a licensed clinical psychologist, who joined Matt to explore the often-overlooked internal aspects of achievement. Dr. Andy shared his expertise on reconnecting individuals with their core values and identity. This reconnection, he explained, is key to enhancing both professional and personal performance. A highlight of the discussion was Dr. Garrett's introduction of the "true north" concept, a powerful tool designed to help advisors define their purpose and maintain stability in their careers. The week's insights continued from Thursday’s episode when Jamie took the helm to discuss the evolution of a financial advisor's career towards the enterprise stage. This crucial phase marks the transition from individual success to building a sustainable, scalable practice. Jamie outlined strategies for this expansion, emphasizing the importance of bringing in and developing new advisors. She stressed that success at this level hinges on an advisor's ability to decentralize command and empower team members, creating a robust foundation for long-term growth and success. Resources in today's episode: - Episode Website - True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett - Building an Enterprise Office
8/30/24 • 07:36
In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every advisor must navigate to achieve long-term growth and build a lasting legacy in the financial services industry. The journey begins with the growth stage, where advisors focus on turbocharging client acquisition. As they progress to the freedom stage, the emphasis shifts to optimizing processes for scalability. The final enterprise stage is where financial advisors truly build a self-sustaining firm. Jamie explores techniques for empowering team members to run the practice and teaches how to decentralize command for maximum scalability and impact. Throughout the episode, Jamie underscores three key principles for success: diligently documenting processes, consistently delivering massive value to clients, and attracting advisors who share the same values. These elements, she argues, are essential for navigating each stage and ultimately building a thriving, scalable financial advisory practice. Building an Enterprise Office Resources in today's episode: - Raving Fans by Ken Blanchard
8/29/24 • 26:19
Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth. Central to their conversation is the concept of discovering one's "true north" - a process of identifying and adhering to core values that can drive both personal satisfaction and professional success in the financial advisory industry. Dr. Andy and Matt challenge the conventional wisdom that external success alone guarantees fulfillment. Instead, they propose a more holistic approach: by aligning your practice with your values, you can unlock unprecedented growth and cultivate a deeper sense of purpose. The discussion extends beyond theory, exploring how core values can practically shape every facet of a financial advisory practice. From nurturing client relationships to structuring the overall business model, they illustrate how a value-driven approach can revolutionize the way advisors operate and thrive in their field. True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Andy Garrett: LinkedIn | Website - The Power of Masterminds with Guest Aaron Walker - What Works Wednesday with Aaron Walker
8/26/24 • 35:10
In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron also shares his personal journey to sobriety, sparking a discussion on industry challenges like addiction and work-life balance. Thursday's episode, led by Jamie, explores the transition from the growth stage to the freedom stage in an advisor's career. Key concepts include client selectivity, overcoming the "shopkeeper mentality," and implementing effective systems. This stage allows advisors to focus on high-value activities while trusting their team and processes. Resources in today's episode: - Episode Website - The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] - Will I Ever Experience Freedom as a Business Owner?
8/23/24 • 07:10
In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relationships, achieving work-life balance, and implementing robust systems for sustainable growth. The episode dives into critical mindset shifts and practical strategies that propel advisors from the daily grind to true professional freedom. Jamie addresses the common "shopkeeper mentality" that often holds advisors back, offering guidance on building and trusting a capable team to drive the practice forward, even in the advisor's absence. By mastering selective client relationships and harnessing the power of efficient processes, advisors can scale their businesses effectively. Will I Ever Experience Freedom as a Business Owner?
8/22/24 • 29:41
In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and loyalty. But Aaron's story goes beyond financial strategies. In a candid and inspiring segment, he opens up about his personal triumph over addiction, illustrating the profound impact that personal growth can have on a financial advisor's career trajectory. This raw and honest discussion serves as a testament to the importance of holistic development in the financial advisory field. Drawing from his experiences, Aaron advocates for a multifaceted approach to success. He encourages advisors to leverage proven success models, learning from and implementing strategies used by top-performing professionals. Moreover, Aaron emphasizes the critical role of strategic delegation, teaching advisors to identify and outsource tasks that may hinder growth, thereby allowing them to focus on high-value activities. The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Aaron Palmer: LinkedIn | Website - Many Are The Wonders - Ethan Hallmark - Driven by Douglas Brackmann - Who Not How by Dan Sullivan
8/19/24 • 31:24
In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year can yield significant results. On Thursday, Jamie discussed that for advisors in the growth stage, it’s all about being intentional with getting more clients and on niche development. Find out how defining your target audience precisely can set you apart in a crowded market and attract ideal clients. Jamie also shared innovative approaches to referral generation, including how to engage with clients in ways that naturally lead to referrals and educating centers of influence about your services. Resources in today's episode: - Episode Website - Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]- How to Grow Your Practice
8/16/24 • 08:22
In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level. Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Financial advisors looking to supercharge their client acquisition must laser-focus on defining a crystal-clear target audience, becoming the go-to expert in a specific niche, and crafting compelling marketing messages that resonate with potential clients. - How to Grow Your Practice Resources in today's episode: - Niche Slapped
8/15/24 • 30:12
In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects. They emphasize the importance of answering prospects' burning questions to build trust and credibility, and encourage advisors to explore diverse marketing channels, from social media and podcasts to impactful in-person events, while stressing the need to commit to chosen strategies for the long haul to see meaningful results. - Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
8/12/24 • 24:06
In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussions without crossing legal boundaries. Financial advisors are encouraged to view estate planning as an essential component of any comprehensive financial plan. On Thursday, Jamie emphasized the importance of the "authority principle" in building client trust. This approach can be particularly valuable when discussing complex topics like estate planning with clients and helps your clients feel more confident in working with you. Resources in today's episode: - Episode Website - Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] - The Power of Authority - Why We Follow Experts
8/9/24 • 05:31
Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or break a financial advisor's relationship with clients. But it's not just about numbers and legal jargon. Skilled financial advisors can address their clients' deepest uncertainties and provide emotional relief through comprehensive estate planning. Jamie's advice underscores the importance of empathy and understanding in delivering top-notch financial guidance. The Power of Authority - Why We Follow Experts
8/8/24 • 18:48
In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discuss how Wealth.com's cutting-edge technology is simplifying the complex world of estate planning, making it more accessible and efficient for both advisors and clients. Throughout the conversation, you’ll hear inspiring accounts of financial advisors who have successfully integrated estate planning into their services, enhancing client relationships and boosting their bottom line. Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Danny Lohrfink: Website | LinkedIn
8/5/24 • 25:38
In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to difficulties providing value in other areas? They challenge the traditional mindset, suggesting that true success lies not in beating the market, but in creating portfolios clients can confidently stick with long-term. Thursday's episode introduces Jamie's valuable "Rule of Two" concept for strengthening client relationships. This simple yet powerful rule suggests that when a client asks the same question twice, it's time to pick up the phone. Jamie explains why repeated inquiries often signal underlying concerns and how personal communication can demonstrate your value and boost client retention. Resources in today's episode: - Episode Website - All Investment Management is Playing Office [Episode 267] - Why Advisors Lose Clients
8/2/24 • 08:15
In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction. The episode goes beyond simple dos and don'ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients' questions and worries. Why Advisors Lose Clients
8/1/24 • 35:08
Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to actively participate in their retirement planning. These frameworks aim to foster better understanding and more informed decision-making. Micah and Matt also strongly advocate for advisors to invest alongside their clients, using the same models and assets they recommend. This strategy not only builds trust but also demonstrates genuine confidence in the advisor's investment choices. All Investment Management is Playing Office [Episode 267] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn
7/29/24 • 30:16
In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on communication strategies for financial advisors. She highlighted the importance of delegating tasks effectively, prioritizing high-value activities, and establishing clear communication policies within a practice. Jamie emphasized creating an environment where team members can comfortably follow up on tasks and the need for regular team meetings. She underscores that mastering these communication skills is essential for advisors aiming to boost productivity, increase revenue, and build a high-performing team. Resources in today's episode: - Episode Website - Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] - Employees: Following Up or Nagging? Is There a Difference?
7/26/24 • 08:29
In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is crucial for advisors looking to focus on high-value tasks and grow their business exponentially. Communication takes center stage as Jamie emphasizes the critical importance of setting crystal-clear expectations and establishing robust communication policies with your team. Learn the fine art of effective follow-up, distinguishing it from mere nagging, and discover how consistent, respectful communication can ensure task completion and drive success. Employees: Following Up or Nagging? Is There a Difference?
7/25/24 • 36:57
In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future. Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Website - 8606 Masterclass - 37 Point Masterclass On Reviewing Tax Returns - 2nd Annual Tax Summit
7/22/24 • 28:35
In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success. The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership and offers tips on improving discipline and task prioritization. Resources in today's episode: - Episode Website - The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] - How to Achieve Success in 2 Steps
7/19/24 • 06:45
In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the power of a winning mindset. Jamie explains that true optimism in leadership goes beyond positivity and involves strategic goal-setting and actionable plans. She also highlights the importance of grit—the discipline and tenacity needed to prioritize tasks that drive long-term success. Jamie shares insights on proactive goal-setting, avoiding unproductive "office play," and aligning actions with future aspirations. How to Achieve Success in 2 Steps
7/18/24 • 40:02
Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements. Throughout the discussion, Tracy highlights critical strategies for advisors: setting realistic client expectations when incorporating annuities into wealth plans, carefully selecting reputable carriers to ensure long-term financial security, and considering partnerships with insurance specialists to provide comprehensive solutions. Tracy encourages financial advisors to broaden their perspective on annuities, positioning them as valuable tools in holistic wealth planning. He stresses the importance of continuous learning about these products to build trust with clients and enhance overall wealth management strategies. The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Tracy Lownsberry: Website | LinkedIn - Mindset by Dr. Carol Dweck - Positive Words, Powerful Results by Hal Urban
7/15/24 • 26:35
In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and replicating successful strategies, emphasizing the importance of attention to detail and strict adherence to deadlines. Amber stresses how these practices can significantly enhance an advisor's effectiveness and overall performance. The recap also highlights Jamie's insights on managing decision fatigue and maintaining work-life balance in the demanding world of financial advising. Advisors can optimize their professional processes while nurturing personal relationships by focusing on effective communication with clients and loved ones and finding humor in challenging situations. Resources in today's episode: - Episode Website - You Are Only Cheating Yourself [Episode 264] - Decision Fatigue
7/12/24 • 07:07
Jamie Shilanski shares her secrets for maintaining a thriving marriage while excelling in a demanding career. She reveals how effective communication strategies can transform both the personal and professional lives of financial advisors. Jamie and her spouse employ humor and playful games to diffuse tension and strengthen their bond, offering listeners practical tips for navigating family dynamics and handling difficult conversations with grace and wit. The episode delves into the concept of decision fatigue, exploring how this hidden relationship killer affects financial advisors and presenting strategies to overcome it. Jamie emphasizes the importance of fostering open dialogue and truly understanding your partner's perspective, providing invaluable insights on balancing professional success with personal fulfillment. Decision Fatigue
7/11/24 • 28:13
Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decision-making, and the importance of maintaining objectivity in practice management. They emphasize how these factors can significantly influence the success and growth of a financial advisory practice. Throughout the discussion, Matt and Micah stress the importance of diligence, critical analysis, and unwavering accountability for financial advisors. They provide insights on harnessing the power of strategic deadline-setting and intentional calendar planning to drive practices forward. The conversation also touches on the need for continuous refinement and adaptation of processes as practices evolve. You Are Only Cheating Yourself [Episode 264] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn
7/8/24 • 30:18
In this recap episode, Amber first highlights the Matt and Kevin’s Thompson’s discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investment returns. They stressed authenticity, being true to oneself, and promoting your unique value proposition instead of getting lost in the noise of generic marketing claims. For financial advisors to truly stand out, they can't discount the value they provide or compete solely on price. Instead, advisors must find their genuine selves, the direction they want their businesses to go, and confidently promote those differentiated services and experiences they offer clients. Amber then highlighted Jamie’s episode on Thursday where she shared navigating income disparities in the household. Jamie shared insights on maintaining balance and how to feel valued when one significantly out-earns the other. Resources in today's episode: - Episode Website - The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263] - When You Earn More Than Your Spouse - Navigating Income Disparity
7/5/24 • 06:44
Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial advisors, she explores the delicate balance between financial management, decision-making, and individual autonomy. Jamie sheds light on the profound impact differing incomes can have on relationships, financial planning, and personal fulfillment. Through practical strategies, she equips financial advisors with invaluable tools to navigate these complex waters, empowering them to deliver unparalleled value to their clients. From addressing the emotional nuances of financial disparities to crafting tailored solutions that foster harmony and mutual understanding, this episode is a must-listen for financial advisors seeking to elevate their practice and provide exceptional service to households grappling with income inequalities. When You Earn More Than Your Spouse - Navigating Income Disparity
7/4/24 • 37:44
Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a wake-up call – it was a defining moment that reshaped his entire approach to serving clients as a financial advisor. In this episode, Matthew Jarvis sits down with Kevin to unpack the hard-won lessons from his traumatic experience. Kevin pulls back the curtain on the dangers that lurk in the shadowy corners of the industry and the red flags every investor must heed. Kevin's story is a testament to the power of radical transparency, education, and good old-fashioned authenticity in an industry rife with empty promises and misaligned incentives. Jarvis and Kevin dismantle the notion that advisors must compete on fees alone. Instead, they recommend carving out a unique niche, fostering deep client relationships, and commanding premium prices by providing personalized, life-changing advice. The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Kevin Thompson: Website | LinkedIn
7/1/24 • 30:57
