THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • Why keeping things simple is better for your client.
  • Why you need to talk in net numbers, not gross.
  • That you should lead with the simplest thing.
  • How to address misunderstandings with clients about their finances.
  • Why delivering massive value is all about communication
  • Why you need to do a full financial plan.
Table of Contents

When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Matt and Micah discuss why it’s important to make things simple and to be clear to clients about what the numbers they see actually mean.

Listen in to learn about a value add that Micah is incredibly passionate about – The Retirement Income Timeline, and how this can provide clients with a simple guide to know where their money is coming from. The guys will also share the importance of doing a full financial plan and how doing so can uncover mistakes that clients weren’t aware of.

Ideas Worth Sharing:

“Sometimes we can underestimate the stress that’s there.” - Micah Shilanski Share on X ‘The ones who deliver massive value realize it’s all about communication.’ - Matthew Jarvis Share on X ‘It’s my job to worry about taxes and inflation.’ - Micah Shilanski Share on X

Resources In Today's Episode:

Recommended Podcast

Learning Opportunity or Time To Go [Episode 279]

The Consequences of Failing to Set Clear Boundaries

See More

The Devil’s in the Details: Mastering Professionalism and Digital Discipline

Professionalism and intentional living in a distracted world.

See More

Is This The Grind?

Setting the tone for your team.

See More

Contact Us