Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: My Investments Are Bigger Than Yours [Episode 223]
Pub date: 2023-09-25

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In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects - investments. They recall the pitfalls of fixating too much on investments, a common trap that many advisors fall into, and assert that clients don't hire you for your investment expertise alone; they delegate to you for a reason. The duo exposes the fallacy of custom portfolios and instead shares that investments should be viewed as a tool for securing an income that lasts a lifetime. As advisors, you want to be the voice of reason and align every recommendation with your client's ultimate goals.

https://theperfectria.com/podcast/223

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