Micah and Matt are ready for some confessions in today’s episode about exceptions to the rules. And how, by having well-defined systems, you can also have more flexibility when needed. Micah’s sharing two recent situations: a lengthy client meeting and another outside the office – both exceptions to his regular appointments. While these instances seem extraordinary in an office focused on systems and processes, they serve as a testament to the importance of client-centricity and going the extra mile. Listen as they share the profound impact advisors can have on their clients’ lives.
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