THE PERFECT RIA

What You'll Learn In Today's Episode:

  • That you need to be intentional about the information you’re sharing with your clients.
  • Creating content for your clients should be something that is always timeless.
  • That you can share information from the news but in a way that is a lesson in your own words.
  • Why you should reference past questions from your clients in creating information to share.
  • How client events help build your authority when it comes to prospects.
Table of Contents

How are you deciding ways to connect with your clients throughout the year? If it’s to update them on the latest news story without any true purpose, then you might be doing them a disservice. On today’s episode, Micah is joined by Chad Hufford, a fellow Alaskan from Veritas Wealth Management, to talk about how he creates events and touchpoints that help build momentum and educate his clients. Micah and Chad will also discuss the lens to view with deciding what content to share as well as why you don’t have the be the expert in everything to add value to your clients.

Ideas Worth Sharing:

‘We’ve got to continually empower our clients with encouragement, with education, and sometimes it’s telling them the same stuff over and over again’ - Chad Hufford Share on X “Every decision that we should make should relate directly to moving us closer to that goal’ Micah Shilanski Share on X ‘Anything that we can do to build that momentum is going to be important.’ - Chad Hufford Share on X

Resources In Today's Episode:

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

See More

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

See More

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

See More

Contact Us