THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • The importance of focusing on your ‘why’.
  • Setting specific goals to help you achieve your plan.
  • What weekly classes look like in his office to help his new team members.
  • Why you need to be patient and allow mistakes.
  • What steps you can take to help a new advisor build rapport with your clients.
  • That you’re not the only one who can handle client relationships.
  • The first thing a new advisor should do when joining your office.
Table of Contents

If you haven’t taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today’s What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He’ll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor.

Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team member to the ongoing process that he takes to help his team and his clients with a transition.

Ideas Worth Sharing:

‘We think we’re so important that we’re the only ones who can handle a client relationship.’ - Matthew Daugherty Share on X ‘When you make a decision to do something like this, you have to start with your own why.’ - Matthew Daugherty Share on X ‘From day one, have them witnessing the meetings that you have.’ - Matthew Daugherty Share on X

Resources In Today's Episode:

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