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What You'll Learn In Today's Episode:

  • Value vs Volume: Matt and Micah caution against confusing volume with value, urging advisors to streamline information for clients rather than overwhelming them.
  • Process of Success: Having a systematic approach ensures that clients receive actionable advice and relevant information, making decision-making more straightforward.
  • Start Small, Evolve Over Time: Don’t bite off more than you can chew when implementing Value Adds. Start small and gradually evolve your offerings. 
  • Proactive Planning: Being proactive allows advisors to control when the work is done and ensures a direct impact on clients’ lives.
  • Preparation for Proactivity: Putting in the work in advance is a significant investment and allows advisors to be proactive, choosing when to implement changes and improvements, giving them more control in delivering ongoing value to clients.

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.


Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
– TPR on YouTube
– Learn about our membership options by visiting theperfectria.com/grow
– Compare your practice by visiting theperfectria.com/quiz
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