The Perfect RIA Encore Episode: Why Advisors Fail
Dec 26, 2025
Dive into the crucial insights that can make or break an advisor's career. Discover the four essential rules that pave the way for success: integrity, intentionality, proven tactics, and the importance of accountability. Learn how to focus on delivering value while managing expectations and implementing effective routines. Explore the significance of environment design to boost productivity. This conversation is a treasure trove of actionable advice for advisors aiming to thrive and help more people.
AI Snips
Chapters
Transcript
Episode notes
Make Rules Ubiquitous
- Top-of-mind awareness turns known best practices into consistent high performance.
- Remind yourself and your team frequently until the rules become operating system habits.
Be Explicit And Keep Promises
- Do what you said you were going to do and be explicit about the when to manage expectations.
- Only promise things you can control so clients and team members clearly know what to expect.
Promise What You Control
- Micah described delegating an initial contact step instead of promising a full transfer completion to avoid overpromising.
- He schedules a call by a set date for the operations lead to book the transfer appointment with the client.