
Sign up to save your podcasts
Or


In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth.
On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments when clients recognize your impact. Those testimonials become psychological lifelines during those inevitable days when you question your contributions. Micah shared a powerful dinner conversation where a client confessed they couldn't have survived life's darkest moments without him a reminder that what feels like everyday work to you can be profoundly transformative for clients. The conversation flowed into cashflow planning as a cornerstone value-add. As the guys emphasized, cash flow is the heartbeat of retirement, influencing every decision, and value-adds aren't just services they're the building blocks of client relationships that can last decades.
Resources in today's episode:
- Episode Website - Value Beyond The Meeting [Episode 305]
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth.
On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments when clients recognize your impact. Those testimonials become psychological lifelines during those inevitable days when you question your contributions. Micah shared a powerful dinner conversation where a client confessed they couldn't have survived life's darkest moments without him a reminder that what feels like everyday work to you can be profoundly transformative for clients. The conversation flowed into cashflow planning as a cornerstone value-add. As the guys emphasized, cash flow is the heartbeat of retirement, influencing every decision, and value-adds aren't just services they're the building blocks of client relationships that can last decades.
Resources in today's episode:
- Episode Website - Value Beyond The Meeting [Episode 305]

522 Listeners

193 Listeners

2,356 Listeners

948 Listeners

284 Listeners

798 Listeners

2,035 Listeners

256 Listeners

2,151 Listeners

930 Listeners

241 Listeners

340 Listeners

125 Listeners

136 Listeners

142 Listeners