When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand.

You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi

Learn key takeaways from one of the most powerful books Matt has read in the last five years.

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Hear about an important lesson Micah learned when meeting with a client's daughter.

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Learn how to handle having employees who aren't a good fit for your company.

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It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked.

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

Learn why it's not always a good idea to bring on clients' family members.

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When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you.

You can find show notes and more information by clicking here: https://bit.ly/37KM3jg

Discover powerful negotiation strategies.

https://bit.ly/3r2E0Ww

If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more.

You can find show notes and more information by clicking here: https://bit.ly/3puJh7G

Get over your head trash and figure out what value you provide doing financial planning.

https://bit.ly/2ZAK1xw