What You'll Learn In Today's Episode:

• Taking real vacations is essential for advisors.
• Setting clear expectations with clients prevents misunderstandings.
• Establishing boundaries with your team is crucial.
• Surge meetings help clients understand when to meet.
• An emergency plan is necessary for time off.
• Checklists can streamline the process of taking time away.
• Communication policies should be revisited regularly.
• Investing time with family is invaluable.

In this conversation, Matt and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emergency plan. The discussion also highlights the value of having a structured approach to client meetings and the necessity of creating a checklist for time away from the office. Ultimately, they stress the importance of balancing work and personal life to enhance overall effectiveness and satisfaction.

Resources In Today's Episode: