In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects – investments. They recall the pitfalls of fixating too much on investments, a common trap that many advisors fall into, and assert that clients don’t hire you for your investment expertise alone; they delegate to you for a reason. The duo exposes the fallacy of custom portfolios and instead shares that investments should be viewed as a tool for securing an income that lasts a lifetime. As advisors, you want to be the voice of reason and align every recommendation with your client’s ultimate goals.
Building trust through personal stories.
See MoreMatthew 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 MoreJust keep doing what you’re doing
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