When it comes to generating positive revenue, it’s easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use to stay on track. If you’re interested in improving in this area, then this conversation is for you.
Listen in to get a new perspective on how pride and chest-pounding factor into this and what advisors should really be focusing on. You’ll learn where integrity comes into play, where expenses get out of hand, the different accounts that are important, and more.