Podknife - Value Delivery, Transformative Coaching, and Navigating Legal Challenges by The Perfect RIA

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Value Delivery, Transformative Coaching, and Navigating Legal Challenges

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Dec 08, 2023
Episode Duration |: 00:11:39

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

Stupid Games = Stupid Prizes

Value Delivery, Transformative Coaching, and Navigating Legal Challenges

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