You’re Pi$$ing Me Off - Part 2

Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team members not heeding instructions, this time, she shines a spotlight on clients who don't follow financial advice. Jamie shares that her frustration isn't born out of a desire for control; rather, it's fueled by a genuine desire to secure the best outcomes for her clients. At The Perfect RIA, the pursuit of excellence is paramount, but despite these principles, there are instances where clients don't align with recommended actions. What’s an advisor to do? Tune in as Jamie shares her solution that not only safeguards the advisor but ensures absolute transparency in recommendations. https://bit.ly/3F3pNkU

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.