Discussion on optimizing client meetings, communication, and value-driven planning. Importance of structured client onboarding process and key meeting protocols. Tax planning strategies and collaborative efforts with CPAs for holistic financial advice. Emphasis on effective communication for tailored solutions and enduring client relationships.

Jamie, an expert in navigating tax season complexities, discusses creating value adds for clients. Topics include strategic client meetings, secure data handling, collaboration with CPAs, differentiation between advice and planning, implementing value-added services like a 1099 checklist, setting deadlines, and crafting net worth reports.

Micah and Matt share their expert approach to client onboarding, emphasizing structured processes and communication. They hold tailored meetings covering estate planning, risk management, retirement income, investments, and taxes. The importance of effective communication and delivering value to clients is highlighted throughout the discussion.

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability in client relationships.  Resources in today's episode: - Episode Website - Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] - How Are You Accountable When You Make a Client Mistake? - Join us for TPR LIVE on September 25th!

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.  How Are You Accountable When You Make a Client Mistake? Resources in today's episode: - Surge Masterclass - Radical Candor by Kim Scott  

Author and coach Kelly Clements joins the podcast to discuss challenges faced by entrepreneurs in nurturing relationships. She emphasizes the importance of play, viewing family as an asset, and avoiding unhealthy alpha traits. Insights shared on breadcrumbs to the muse enhancing relationships.

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value.  Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication. Resources in today's episode: - Episode Website - Upgrade, Graduate, or Just Keep Playing Office [Episode 252] - How To Take A Hit

Jamie Shilanski discusses handling criticism, emphasizing resilience, and choosing when to respond. The impact of online reviews and vulnerability in success is explored. Strategies for delivering and receiving constructive feedback are shared, focusing on personal experiences with criticism.

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.

Exploring critical thinking in the financial industry, balancing certainty with market uncertainty, filtering advice for personal growth, and embracing different viewpoints for professional development.