The Perfect RIA Encore Episode: When Value Adds Go Wrong
Mar 16, 2026
Two advisors recount mishaps that turned well-intended value adds into logistical nightmares. They dig into timing, data quality, and outsourcing errors that cost credibility. Practical planning topics include team capacity, calendar timelines, and testing materials internally. They also stress plain language, useful personalization, and copying proven formats that actually get results.
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Set Clear Timelines And Weekly Milestones
- Do set clear, realistic timelines and milestones for producing value adds and track them in weekly meetings.
- Micah Shilanski schedules dates, maps quarter data availability, and uses L10 updates to confirm progress and roadblocks.
Plan For Data Availability And Quality Control
- Do identify when the necessary data will actually be available and build QC checks to avoid missing or wrong data.
- They cite 1099 letters and closed accounts as examples that require planning around holidays and report timing.
Printing Outsource Caused Name Mix Up
- Anecdote: Outsourcing printing led to misdelivered long-term care letters due to same-last-name splits between spreadsheets.
- Micah Shilanski described the printer splitting files and accidentally sending an employee's family document to the wrong recipient.