Click to Play

On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadlines, and involving the team in value-add initiatives.

On Wednesday, Matt welcomed back Scott Rusnak, an EOS implementor and personal coach, to explore the transformative role of coaching in personal and professional development. Scott shared his “delegate and elevate” checklist, being intentional with relationships, and the power of regular resets.

Thursday, Jamie offered insights on navigating legal challenges. Drawing from a client’s lawsuit and her own HOA dispute, Jamie stressed a proactive approach and the importance of creating detailed timelines when facing legal action, as well as a practical perspective on maintaining composure and handling legal challenges methodically.

Recommended Podcast

Unique Abilities and Unbreakable Rules for Advisor Success

Crafting your unique value and leadership essentials.

See More

What Rules Apply And To Who? Leaders Answer

Setting the tone for your team.

See More

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Using storytelling and setting yourself apart from others.

See More

Contact Us