Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: All Investment Management is Playing Office [Episode 267]
Pub date: 2024-07-29

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Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to actively participate in their retirement planning. These frameworks aim to foster better understanding and more informed decision-making.

Micah and Matt also strongly advocate for advisors to invest alongside their clients, using the same models and assets they recommend. This strategy not only builds trust but also demonstrates genuine confidence in the advisor's investment choices.

All Investment Management is Playing Office [Episode 267]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn

The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.