Click Here To Listen To The Perfect RIA Podcast

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place.

Listen in to hear the guys cover everything from making a good impression and providing massive value to your clients from the initial screening to why the annual review meetings are crucial. You’ll also get a glimpse into how they handle things like time off, touching base with clients, screening calls, supporting your staff, and much more.

What You’ll Learn In Today’s Episode:

  • How to define non-work days.
  • How to handle client calls and “just because” calls.
  • The value of touching base with clients and following up.
  • Techniques for screening calls and prospective clients.
  • The importance of supporting your staff.
  • Prospect meeting procedures and how to provide massive value.
  • Whether or not to charge for initial meetings.
  • Understanding tax projection and being clear on tax analysis.
  • What to say in client review meetings.
  • What to do if a client doesn’t want to discuss what you planned to discuss.

Resources In Today’s Episode:

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