In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practices and explore the transformative impact of establishing clear expectations and firm boundaries with team members. They make a compelling case for why effective leaders must stand unwavering on key issues such as punctuality, integrity, and mutual respect.
Matt and Micah vividly demonstrate how unclear boundaries can lead to team discord, potentially undermining even the most promising practices. They balance these cautionary tales with inspiring insights, emphasizing that exemplary leadership begins with self-accountability and embracing the high standards one expects from others.
Building trust through personal stories.
See MoreMatthew 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.
See MoreJust keep doing what you’re doing
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