THE PERFECT RIA |Business Planning, Effective Communication, and The Human Element

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Location, Location, Location [Episode 227]

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin

Talking Sugar Honey Ice Tea

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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Business Planning, Effective Communication, and The Human Element

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

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