THE PERFECT RIA
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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.
Table of Contents

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.

Ideas Worth Sharing:

‘We feel that we’re more purposeful and prepared for those meetings, and we’re delivering greater value.’ - Colleen Wallace Share on X ‘The highest value is for the planning aspect, financial and tax.’ - Monica Osborne Share on X ‘Clients want a client experience. It’s hard to deliver that unless you create the systems and the bandwidth to actually consistently do that.’ - Colleen Wallace Share on X

Resources In Today's Episode:

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