Value Delivery, Transformative Coaching, and Navigating Legal Challenges
The Perfect RIA · The Perfect RIA
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Show Notes
On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadlines, and involving the team in value-add initiatives. On Wednesday, Matt welcomed back Scott Rusnak, an EOS implementor and personal coach, to explore the transformative role of coaching in personal and professional development. Scott shared his "delegate and elevate" checklist, being intentional with relationships, and the power of regular resets. Thursday, Jamie offered insights on navigating legal challenges. Drawing from a client's lawsuit and her own HOA dispute, Jamie stressed a proactive approach and the importance of creating detailed timelines when facing legal action, as well as a practical perspective on maintaining composure and handling legal challenges methodically. Value Sledgehammer or Volume Sucker Punch? [Episode 233]
The Power of Coaching With Guest Scott Rusnak
Value Delivery, Transformative Coaching, and Navigating Legal Challenges