The Perfect RIA

Why Authenticity Matters and Family Financial Dynamics


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In this recap episode, Amber first highlights the Matt and Kevin’s Thompson’s discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investment returns. They stressed authenticity, being true to oneself, and promoting your unique value proposition instead of getting lost in the noise of generic marketing claims.

For financial advisors to truly stand out, they can't discount the value they provide or compete solely on price. Instead, advisors must find their genuine selves, the direction they want their businesses to go, and confidently promote those differentiated services and experiences they offer clients.

Amber then highlighted Jamie’s episode on Thursday where she shared navigating income disparities in the household. Jamie shared insights on maintaining balance and how to feel valued when one significantly out-earns the other.

Resources in today's episode:

- Episode Website - The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263] - When You Earn More Than Your Spouse - Navigating Income Disparity

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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