The Perfect RIA

This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this episode, they discuss some of the key things they got to focus on during the masterminds, as well as where it challenged them. You will also hear about common issues that come up for advisors and how to tackle them and move forward.

You can find show notes and more information by clicking here: https://bit.ly/3maWqDK

Action items following Monday's episode.

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The winning formula for networking.

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Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn't work. They also talk about the best ways to learn from the success of others in the field and where to be cautious when implementing changes.

You can find show notes and more information by clicking here: https://bit.ly/38EWJ6P

How the way you're talking could actually be working against you.

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The importance of looking at your own financial situation.

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It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client.

You can find show notes and more information by clicking here: https://bit.ly/3PkIp3E

The importance of clear communication with your clients, even in times of turmoil.

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Matthew shares how to get clients through networking.

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After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.

You can find show notes and more information by clicking here: https://bit.ly/3snVcIX