THE PERFECT RIA
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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.
Table of Contents

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.

Ideas Worth Sharing:

‘I want to make sure clients have the cash flow they need in retirement.’ - Micah Shilanski Share on X ‘There’s an inverse correlation between the amount of time spent talking about markets and the value you’re providing.’ - Matthew Jarvis Share on X ‘I want things in client meetings that they can control, things that they can take action on.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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