Click to Play

What You'll Learn In Today's Episode:

  • What Buckets and Guardrails allow you to do with clients in a down market.
  • Why you want to provide information with actionable advice.
  • How Buckets and Guardrails help clients understand their cash flow.
  • Why talking more about the market doesn’t add value to your meetings.
  • Why clients understand dollars, not percentages.
  • How having a Buckets or Guardrails report, clients understand making adjustments.

When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items that they can control and take action on? On today’s episode, Matt and Micah will share how they’ve used Buckets and Guardrails to help their clients understand their cash flow and feel confident in their financial plan.

Listen in as Matt and Micah discuss how you can determine whether what you’re saying is to fill up space in the absence of value and how you can simplify your client’s reports in a way that makes sense. They’ll also share how they present reports to their clients and the importance of surrounding yourself with a network of advisors performing at the level you want to be.

Resources In Today's Episode:

Recommended Podcast

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

See More

Encore Episode: What Is The Perfect RIA?

Matthew 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.

See More

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

See More

Contact Us