On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadlines, and involving the team in value-add initiatives.
On Wednesday, Matt welcomed back Scott Rusnak, an EOS implementor and personal coach, to explore the transformative role of coaching in personal and professional development. Scott shared his “delegate and elevate” checklist, being intentional with relationships, and the power of regular resets.
Thursday, Jamie offered insights on navigating legal challenges. Drawing from a client’s lawsuit and her own HOA dispute, Jamie stressed a proactive approach and the importance of creating detailed timelines when facing legal action, as well as a practical perspective on maintaining composure and handling legal challenges methodically.
Keep calm (stick to the process) and schedule on.
See MoreBuilding trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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