In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds.
Matt and Micah provide practical advice on creating a systematic process, setting deadlines, and involving the team in the implementation of Value Add initiatives. They’ll also discuss and advocate for proactive planning because putting in that work in advance allows advisors to choose when to roll out improvements, giving them more control in delivering ongoing value to clients.
‘These are their decisions to make. It is our job to help them make an educated and informed decision. The way we do that is providing value.’ - Micah Shilanski Share on X
‘You've got to start simple, and you've got to have a process for quality control.’ - Matthew Jarvis Share on X
‘Is this work? Yes. Is this playing office? No. This has a direct impact in clients' lives.’ - Micah Shilanski Share on X
– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
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– One-Page Plan Masterclass