The Perfect RIA The Twelve Days of TPR Christmas [Episode 236]
Dec 25, 2023
28:50
In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking and surge scheduling, delivering value in client meetings, being effective with time, getting rid of freebies and exceptions, defining new clients, delivering massive value in tax planning, cutting opportunities to play office, investing in professional development, hiring a virtual assistant, committing to double success in 36 months, joining the Invictus Coaching Program, and writing out the onboarding process. These gifts aim to help advisors improve their practice and achieve greater success in the coming year.