THE PERFECT RIA
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What You'll Learn In Today's Episode:

What you’ll learn in this episode:

  • The mistakes that Matt and Micah have made with value adds.
  • How they’ve corrected processes to minimize mistakes.
  • The difference between a value add and economic commentary.
  • Why you need to have clear timelines.
  • The steps to take when a mistake happens.
  • Why you need to communicate value adds with your team.
  • Why you shouldn’t reinvent the wheel.
Table of Contents

At The Perfect RIA, we’re all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well.

Matt and Micah will share the sometimes embarrassing mistakes that they’ve made while creating and sharing value adds. They’ll share not only their experiences with what went wrong and why but how they learned from these mistakes and made their processes better. Listen in as they discuss how planning, team discussions, and doing what works can make value adds a success with your clients.

Ideas Worth Sharing:

‘We are constantly empowering our clients to make a difference in their financial future.’ - Micah Shilanski Share on X ‘A value add provides specific, actionable advice.’ - Matthew Jarvis Share on X ‘Maybe you should just do what works.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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