You’re Pi$$ing Me Off - Part 1

Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where team members aren’t following instructions. To tackle this issue, Jaime utilizes a behavior analysis tool like DISC to understand communication styles and personality traits, both for team members and clients. She emphasizes adapting leadership styles to match individual traits for better communication and productivity and stresses the importance of clear communication, setting expectations, and articulating policies and procedures to mitigate misunderstandings and create an efficient work environment. Ultimately, effective leadership lies in motivating individuals to give their best and deliver significant value to clients. https://bit.ly/458Qboa

Om Podcasten

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.