THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • How Brady learned to run a client meeting versus the client controlling the meeting.
  • How mentorship and guidance provided Brady with the tools to improve his skills.
  • Why you want to reach out to those at the top of their game.
  • Overpreparing and practising can not only improve your client meetings but can cut your learning curve in half.
  • Why advisors should constantly be looking to improve themselves.
Table of Contents

Advisors who are at the top of their game didn’t get there by accident. It’s through constant learning, improvement, and putting in the reps that you get to that next level. In today’s episode, Matt is joined by Brady Bassford from the Mid-Atlantic Financial Group to share his journey as an advisor and director and how through mentorship and guidance, he quickly improved his skills and the value he was delivering to clients.

Ideas Worth Sharing:

‘Whether you're in your first year in the business or you're in your 20th year, learn from the advisors that are at the top of your current firm, but don't be afraid to reach out to those that are outside of your firm.’ - Brady… Share on X ‘What are the massive actions I would need to go ahead and put in place to take my life and practice to the next level?’ - Brady Bassford Share on X ‘I think no matter what level you are in this business, you should never stop learning.’ - Brady Bassford Share on X

Resources In Today's Episode:

Recommended Podcast

Encore Episode: What Are Prospects ACTUALLY Saying

Confidence and understanding with client questions.

See More

The M&A Playbook for Financial Advisors with Ted Jenkin

Every deal is negotiable

See More

Prospecting That Works [Episode 317]

Practice is key

See More

Contact Us