Stop Sabotaging Your Team [Episode 369]

Podcast: The Perfect RIA · Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Opublikowano: 2026-10-26

In this episode, Matthew and Micah examine how advisors unintentionally make their teams' jobs harder, especially during Surge meetings. They explain why requesting paperwork and then ignoring it undermines morale, and why clear systems work better than relying on willpower. From separating essential tasks from optional preparation to putting signature pages where they cannot be missed, they share ways to make follow-through easier. Matthew and Micah also discuss helping team members understand how their work benefits clients through role-playing, meeting observation, and specific recognition. They close with practical ideas for collecting improvements during Surge, reviewing them afterward, and asking...