THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why you need to have open communication with clients.
  • The importance of a morning ritual.
  • What Matt and Micah’s teams do during surge weeks.
  • The benefits of having a home office.
  • Why you should make clients aware of what tax bracket they’re in.
Table of Contents

Podcast Article:

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly.

Listen in as they explain the importance of systematizing everything you can, so you can be certain your clients and employees know what they can expect from you and your team. You’ll learn the benefits of having a morning ritual, why open communication with clients is key, and what question you should start asking to set the right tone in your practice.

Ideas Worth Sharing:

The more systematized you are on the things that can be systematized, the more bandwidth you have to customize the things that need to be customized. - @ThePerfectRIACLICK TO TWEET Share on X
I use the line 'Is that okay with you?' anytime I can because I want the client to be giving me permission for everything. - @ThePerfectRIACLICK TO TWEET Share on X
If you don’t answer {client} questions, they don’t listen to anything you say. - @ThePerfectRIA Share on X

Resources In Today's Episode:

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