Three action items to help ensure you only serve your ideal clients.
More episodes from "The Perfect RIA"
Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
10:50Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF
Follow Up Friday - Surge Meetings Can't Work
5:08Action items to help you implement surge meetings. https://bit.ly/3qxMho8
Tips from the Trenches - To Delegate or Not To Delegate
9:16How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W
Surge Meetings Can't Work [Episode 131]
32:42If you’re like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you’ve heard of surge meetings but don’t think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time in your life for the things you actually want. You can find show notes and more information by clicking here: https://bit.ly/3EhLWcO
Follow Up Friday - What Did You Read This Month?
4:09Action items for staying on top of your personal development. https://bit.ly/3qeeQqn
Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis
9:51Hear a snippet from Matthew's book, Delivering Massive Value. https://bit.ly/3jZG2oX
What Did You Read This Month? [Episode 130]
27:47When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorporate more impactful information consumption into your workweek. You can find show notes and more information by clicking here: https://bit.ly/3beKU4A
Follow Up Friday - Client Graduation
3:50Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG
Tips from the Trenches - Team Training
5:24Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi
Client Graduation [Episode 129]
30:25The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met. You can find show notes and more information by clicking here: https://bit.ly/3aEmWje