In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds.

Matt and Micah provide practical advice on creating a systematic process, setting deadlines, and involving the team in the implementation of Value Add initiatives. They’ll also discuss and advocate for proactive planning because putting in that work in advance allows advisors to choose when to roll out improvements, giving them more control in delivering ongoing value to clients. 

Value Sledgehammer or Volume Sucker Punch? [Episode 233]