What You'll Learn In Today's Episode:

  • The two kinds of investment theories.
  • How to see your investments as a value add.
  • Why you have to set expectations with your clients.
  • How to help your clients achieve their goals.
  • Why narrowing down what you’re solving for is key.
  • The value in simplicity.
  • How to increase your fees.

Podcast Article:

A lot of advisors see investments as a sore spot in their practices, but it doesn’t have to be that way. Today Micah and Matt are going to talk about how to use investments to deliver massive value to your clients and how to ensure your clients feel confident as you help them achieve their goals.

Listen in as the guys explain why narrowing down what you are solving for is key, as well as the importance of setting expectations with your clients in the beginning. You’ll learn the value in simplicity, how to educate your clients appropriately, and why you need to increase your fees.

Resources In Today's Episode:

Recommended Podcast

Follow Up Friday – The Retirement Income Timeline

Creating clarity and simplifying your communication with your clients.

See More

Worlds to Conquer – Helping Team Members Set Priorities

Setting expectations for priorities for your team members.

See More

What Works Wednesday – Working With International Clients With Ashley Murphy

Finding a niche by helping international and multinational clients.

See More

Contact Us