In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They discuss the common 'head trash' advisors face regarding their fees and the importance of understanding one's value. The conversation emphasizes the need for a solid onboarding process, building confidence in fee discussions, and the role of professional development and practice in achieving success. The hosts also highlight the significance of establishing clear rules for client interactions and the transformative power of masterminds in enhancing advisory practices.

Confidence Comes From Repetitions  [Episode 359]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

 

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Matthew Jarvis, CFP® & Micah Shilanski, CFP®. Innehållet i podden är skapat av Matthew Jarvis, CFP® & Micah Shilanski, CFP® och inte av, eller tillsammans med, Poddtoppen.