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The Perfect RIA
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
Aug 14, 2023
Matt and Micah discuss the concept of the One-Page Financial Plan and how advisors can demonstrate value to DIY investors. They emphasize the importance of setting expectations, tailoring the plan to the client's goals, and answering their questions effectively. The significance of concise presentations, utilizing virtual assistants, and creating a one-page financial plan is also explored. Additionally, the benefits of Invictus Masterminds, Backstage Pass, and learning about taxes in the real world are highlighted. The speakers emphasize the value of sharing knowledge and simplifying the prospect process.
33:46
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Quick takeaways
- Setting expectations for delivering massive value during client meetings is crucial in demonstrating the worth of a financial advisor.
- A one-page financial plan simplifies complex matters, provides specific actionable advice, and aids in tracking progress.
Deep dives
The importance of having a strategy for social security
Having a strategy for claiming social security is crucial and ties into other aspects of financial planning, such as estate planning, cash flow, and investment strategy. The goal is to make clients aware of the need for a strategy that they can take action on.
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Discover
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