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

Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

Mastering hiring and onboarding: keys to advisory firm growth and the client experience.

See More

Encore Episode: Client Onboarding – Creating A Solid Foundation

Game-changing client onboarding tips to maximize value.

See More

Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

Expert strategies for hiring and building teams.

See More

Contact Us