The Perfect RIA Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Apr 15, 2024
Matt and Micah discuss the importance of taking action in financial planning, segmenting clients, and upgrading services. They stress the need for advisors to think like business owners, analyze client lists, and communicate effectively with clients. The podcast also covers evolving financial practices, client segmentation, client communication strategies, and navigating changes in firm evaluation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Evolving Financial Practices and Client Segmentation
02:06 • 9min
Analyzing Client Lists for Financial Advising Practices
10:50 • 5min
Client Communication and Upgrading Strategies
15:36 • 6min
Navigating Changes and Objectivity in Firm Evaluation
21:35 • 3min
Peer Insights and Strategic Planning for Advisor Growth
24:33 • 3min