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

So, How Will You Get All Those New Clients? [Episode 292]

Tracking metrics for prospecting success.

Why Clients Leave (And How to Keep Them)

The impact of empathy in your client relationships.

What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

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Business Planning, Effective Communication, and The Human Element

Recommended Podcast

So, How Will You Get All Those New Clients? [Episode 292]

Why Clients Leave (And How to Keep Them)

What Was Your NET Client Flow In 2024? [Episode 291]

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