What You'll Learn In Today's Episode:

  • Why it’s important to look back at 2019 before jumping into 2020.
  • How to look at value adds and client services.
  • Why we all need to be honest about our failures.
  • The importance of EBOC and cost-cutting.
  • Why adding more people doesn’t necessarily make things easier.
  • How to make sure you’re going for something that gets you the results you want.

Podcast Article:

As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn’t. In short, they’re sharing how to evaluate properly by making sure you measure the right stuff.

Listen in as the guys discuss the value of understanding how clients and income are flowing in, as well as how and why they are flowing out. You’ll learn ways to measure your successes and failures throughout the year so that you can make the best decisions and changes in the next.

Resources In Today's Episode:

Recommended Podcast

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

You never want to represent yourself

See More

Encore Episode: Leveraging Technology With Guest Ben Goss

How technology can increase your productivity and the value you deliver to clients.

See More

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

It’s a fear more than an actuality

See More

Contact Us