Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still have time to do the things you love. They will be answering those questions and plenty more in today’s mailbag episode.
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!
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
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How to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
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Mastering communication skills to impact your client and prospect meetings.
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