THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Communicate with clients intentionally and simplify complex topics.
  • Have annual conversations with clients about Roth conversions and taxes.
  • Understand your clients’ tax tolerance and consider using Retirement Tax Services.
  • Implement surge meetings to deliver value to clients and optimize team productivity.
Table of Contents

In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores the topic of Roth conversions and taxes, emphasizing the need for annual conversations with clients. Amber then transitions to the implementation of Surge meetings, the benefits they provide for clients and advisors, and when is the best time to schedule them throughout the year.

Resources In Today's Episode:

– Throwback: Roth Conversions [Episode 248]
– The Perfect Surge Dates

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