What You'll Learn In Today's Episode:

• The symptoms of not understanding how to add value to meetings.
• Why it’s not about just doing time, but doing time in a smart way.
• The illusion that many have around the CFP.
• Why value-adds can be a life-saver.
• How to approach compliance.
• The importance of systematization.
• The gray areas of taxes and how to position yourself in an educational place.
• The best way to battle head trash.

In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every advisor knows they need to meet with clients regularly but what do you actually say in those meetings to make them count? If you’ve ever struggled with that question, this episode is for you. The guys go back to the origins of the value-add, share their early struggles, and talk about what helped them build confidence and purpose into every client interaction.

Resources In Today's Episode: