THE PERFECT RIA
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.
Table of Contents

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.

Ideas Worth Sharing:

‘When I lead with delivering massive value in my mind, I’m always taking the default assumption that whatever I’m doing, I’m engaging in value to my client’ - Micah Shilanski Share on X ‘Value is not noise! Value is almost the opposite of noise’ - Matthew Jarvis Share on X ‘I’ve never gone to them as said this is too much value; you should do less for me.’ - Micah Shilanski Share on X

Resources In Today's Episode:

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

See More

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

See More

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

See More

Contact Us