In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking and surge scheduling, delivering value in client meetings, being effective with time, getting rid of freebies and exceptions, defining new clients, delivering massive value in tax planning, cutting opportunities to play office, investing in professional development, hiring a virtual assistant, committing to double success in 36 months, joining the Invictus Coaching Program, and writing out the onboarding process. These gifts aim to help advisors improve their practice and achieve greater success in the coming year.
– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
– TPR on YouTube
– Estate Planning Masterclass
– One Page Plan Masterclass
– Delivering Massive Value by Matthew Jarvis
– Retirement Tax Services
– Surge Masterclass
– Membership Information
– From Strength to Strength by Arthur Brooks
– Tim Ferris Podcast
Matthew 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.
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See MoreMatthew will share how to double your success in the four areas of practice success.
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