THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why having a simple excel tracker can help you, and your team know where clients are in their process.
  • That successful advisors have an endless commitment to learning.
  • Clients want to know that you’re educated about important issues.
  • How educating clients will keep you front and center and will encourage referrals.
  • The importance of being a proactive advisor.
Table of Contents

Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week’s What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Management, to discuss why being a proactive advisor puts you head and shoulders above every other person in your client’s life. Matt and Paul will also discuss why a simple excel spreadsheet can help you and your team track your clients and prospects and see how you can deliver value.

Ideas Worth Sharing:

‘There are many people who don’t have a healthy relationship with money.’ - Paul Moffat Share on X ‘We underestimate the amount of peace of mind it brings to clients knowing that you know these things.’ - Matthew Jarvis Share on X ‘People want to have someone to talk about money with.’ - Paul Moffat Share on X

Resources In Today's Episode:

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