THE PERFECT RIA |What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace

What You'll Learn In Today's Episode:

Why you need to have clear expectations when bringing on a partner.
How viewing clients as shared as helped Monica and Colleen stay on the same page and improve the value they deliver.
How meeting with clients together gives credibility to a new partner.
About being intentional with your practice with your highest value.
How to implement surge on a smaller scale to start.

Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap to implement surge meetings. On today’s What Works Wednesday, Matt is joined by Monica Osborne and Colleen Wallace from CorLux Financial in Eugene, Oregon, to discuss their experience in creating a partnership as well as their process of implementing surge meetings.

Monica and Colleen will share that while they are both CPAs, they felt that they could provide their clients with the highest value through financial planning. In addition, they’ll discuss how by having mutual respect for each other and a desire to serve their clients best, they have created a partnership that provides a greater service for their clients.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.