Click to Play

What You'll Learn In Today's Episode:

  • Why you need to have a lens to understand what is valuable to a client.
  • Why you want to assume positive intent.
  • How surge first and foremost benefits your clients.
  • That your team needs to understand what is and isn’t considered valuable.
  • How your knowledge is beneficial to your clients when you explain it in crayon.

When you imagine value as a sledgehammer, does that seem positive or negative to you? On today’s episode, Matt and Micah talk through what it means to deliver value and how it can never be too much. However, it’s important to understand what is considered valuable and what isn’t (such as calling a client just to say ‘hi’).  Listen in as they share why providing value is about focusing on what is beneficial to your client and why you want to look at all areas in your life where you can add value to others.

Resources In Today's Episode:

Recommended Podcast

You’re Not Taylor Swift [Episode 299]

The Humble Advisor: Learning from Others

See More

The Broken Dealer’s Guide to Independence (And When to Stay Put)

The challenges of transitioning to an RIA.

See More

The Real Cost of Loyalty: A Financial Advisor’s Road to Independence with Guest Carmine Corino [Episode 298]

Integrity in financial channels: what advisors need to know.

See More

Contact Us