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.

What You'll Learn In Today's Episode:

  • How Matt and Micah tie client goals into the conversation.
  • Why they disagree with many advisors on which numbers are most important.
  • What things are included in the NET number.
  • How expenses get bloated and blow profitability.
  • Mechanisms that help prevent staff bloating.
  • How Matt and Micah manage their PNL and cut it every year.
  • Why they have personal development accounts and team accounts.
  • Important action items you can work on now.

Resources In Today's Episode:

Resources In Today’s Episode:

Recommended Podcast

Prospecting and Pregame Strategies

Setting the stage for positive meetings.

See More

Prospecting That Works for Advisors

Consistent marketing and identifying the ‘right-fit’ clients.

See More

Setting the Stage For Prospect Meetings – Masterclass Sneak Peek! [Episode 245]

Perfecting the prospect process.

See More

Contact Us