THE PERFECT RIA |Business Planning, Effective Communication, and The Human Element

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Location, Location, Location [Episode 227]

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin

Talking Sugar Honey Ice Tea

Recommended Podcast

Bitcoin [Episode 284]

Communicating with clients on risky moves.

Leveling Up Leadership and Letting Go of Limits

Dilemmas with delegation and cultivating your inner circle.

Whose Table Do You Want a Seat At?

Championing your own life.

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Business Planning, Effective Communication, and The Human Element

Recommended Podcast

Bitcoin [Episode 284]

Leveling Up Leadership and Letting Go of Limits

Whose Table Do You Want a Seat At?

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