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

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

The value of delegating bookkeeping to a professional

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

How understanding your core values improves your life.

Fire Them Already!

Building a sustainable practice.

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Business Planning, Effective Communication, and The Human Element

Recommended Podcast

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

Fire Them Already!

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