What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named “The Best” source for IRA advice by The Wall Street Journal, Ed works with advisors across the country and provides training in IRAs and retirement distribution planning.
In this episode, Ed breaks down the key areas advisors should focus on in order to ensure they are offering high-value services to their clients. Listen in to learn common (and costly) mistakes many advisors make, why it’s so important to ensure you have proper tax training, and what consumers really need from their financial planners.
We hear all of the time being in the RIA space is lonely. It is hard to find like-minded individuals who want to help you to achieve success. And most likely, you often ask yourself the same question (we all do) – Where do I start? The TPR’s Starter Kit offers you access to the One Page Financial Plan, 5 Mistakes Keeping You From Getting More Clients & How to Stop Playing Office, our most popular power sessions of all time!
If you lose money to taxes, you’re never getting that money back—that’s a one-way street. That’s why it’s critical to have an advisor that has invested in specialized knowledge in tax planning. - @theslottreport Share on X
If you’re an advisor, you want to put your effort into high-value services. - @theslottreport Share on X
Building trust through personal stories.
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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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Just keep doing what you’re doing
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