What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR live event in this episode. They share how putting together this event takes a lot of time and energy, and yes… head trash! And how they overcome this.
Listen in as the guys discuss the practice analyzer and how, by breaking down the number, you can start to truly see where your time is being spent. They’ll also discuss why you need to know which tasks are and aren’t playing office, along with why you need to take a hard look at the fee you’re charging clients and if it’s truly representative of the value you’re delivering to your clients.