What You'll Learn In Today's Episode:

  • Advisors need to think like business owners and make decisions that align with their core beliefs and values.
  • Analyzing your client list and identifying red, yellow, and green clients can help you make informed decisions about upgrading or graduating clients.
  • Getting your team on board with changes is crucial for successful implementation.
  • Seeking objective input and reviewing your practice with an outside perspective can provide valuable insights.

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade.

Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn 
Join us in September for TPR LIVE!

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