The Perfect RIA

Communicating Roth Conversions and The Best Time for Surge

Mar 22, 2024

Discussing the importance of intentional communication with clients and simplifying topics, focusing on Roth conversions and tax conversations. Exploring Surge meetings, their benefits for clients and advisors, and the best times to schedule them throughout the year.

07:56

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Episode guests

Amber

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Quick takeaways

Importance of intentional client communication and simplifying complex topics.

Implementing Surge meetings for client value and efficiency, scheduling them strategically throughout the year.

Deep dives

Importance of Intentional Communication with Clients

Matt and Micah stressed the significance of delivering information intentionally to clients. They highlighted the need to avoid getting caught up in routines that may not have the biggest impact for clients. The duo emphasized the importance of simplicity in communication, suggesting that if a concept can't be explained on one page, it might be too complex. They used the example of drawing things in crayon to emphasize the idea of keeping explanations simple and straightforward.

Effective Client Communication and Intentional Roth Conversion Strategies

4min

Strategic Client Interaction through Surge Dates

3min

In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores the topic of Roth conversions and taxes, emphasizing the need for annual conversations with clients. Amber then transitions to the implementation of Surge meetings, the benefits they provide for clients and advisors, and when is the best time to schedule them throughout the year.

Resources in today's episode: - Episode Website - Throwback: Roth Conversions [Episode 248] - The Perfect Surge Dates