In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlighting the significance of communication, accountability, and continuous improvement in client relationships. <a href="https://theperfectria.com/podcast/316/" target="_blank" rel="noopener">Navigating Client Mistakes: A Guide for Advisors [Episodes 316]</a> Resources in today's episode: - Micah Shilanski: <a href= "https://www.shilanski.com/" target="_blank" rel= "noopener nofollow">Website </a>| <a href= "https://www.linkedin.com/in/micahshilanski/" target="_blank" rel= "noopener nofollow">LinkedIn</a> - Matt Jarvis: <a href="https://www.matthewjarvis.com/" target="_blank" rel="noopener">Website</a> | <a href= "https://www.linkedin.com/in/mpjarvis/" target="_blank" rel= "noopener nofollow">LinkedIn</a>

Encore Episode: How Are You Accountable When You Make a Client Mistake?

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.