The Perfect RIA

Creating content is easy, right? You hit record or start typing, and then it's magic! What typically happens is you forget your ABCs as soon as you hit that record button, or the words just don't flow when you need them to. In today's episode, Matt and Micah talk through how the process of creating content, like most things, requires being intentional and putting in the reps. https://theperfectria...

Are you connected with others who have the same mindset as you that can help you understand what's really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week's highlights and action items. Listen to this...

Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return? Criticizing from a place of judgment or for the sake of starting a fight leads you to the same place when you deliver nothing but praise…nowhere. In today's episode, Jamie explains that there's a right way and a wrong way to deliver criticism when the...

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead he...

If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you're doing a disservice to yourself and to others. On today's episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone...

Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Stackin...

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client co...

If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them peace during difficult moments? On today's episode, Matt is joined by Blake Brewer from Legacy Letter Challenge to share how a tragic experience turned into a moment that created his life passion to help 1 million moms, and dads write a letter to the...

Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today's episode, Matt and Micah talk through how you communicate, as well...

Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you're outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week's highlights and acti...

When you bring on clients to your practice, you're looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? On today's episode, Jamie shares how advisors can structure time during and outside of surge to answer client questions and how to ensure you have an effective communication policy in place that allows...

Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you're wasting your time and the impact it's having on your practice? On today's episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the...

When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today's episode, Matt and Micah discuss why you not only need a prospecting process that works, but you need to stick to it! Trying to oversell yourself, creating new reports, or offering services that don't fit with your process doe...

Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you're setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what wil...

Finding the right people for your organization is a challenge, but once you do, how do you make sure they're living up to their potential, and how do they embrace the expectations that you set for them? On today's episode, Jamie talks through ground rules for your team for not only what could get them fired but the framework for moving forward in their career. She'll also share why you need to tak...

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and who is the right fit for them. On today's episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients,...

Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you've had the unfortunate experience of dealing with someone else placing their head trash on you. On today's episode, Matt and Micah talk through this idea of a capacity wall and why under no circumstances should you believe that it exists! They'll share why you need to look past your se...

Would you run a marathon the day you decide to start running? If not, then you'll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week's highlights and action...

When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don't take the time to practice, how do you know how to handle scenarios such as phones ringing or side talk? On today's Worlds To Conquer, Jamie walks through a recent rehearsal in her office for a client event and why you always need to be prepared for imperfect conditions. https://b...

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content m...

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can't go from zero meetings to thirty and expect that it'll go well and that you won't burn out. On today's episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practi...

Have you considered that your productivity may be stagnant because you never leave the office, you're constantly working, and therefore never NOT working? Have you taken time to think about what you get out of your work other than money and financial stability and how you would replace that if you were no longer working? How do you handle mistakes, and do you listen to your gut when you think thin...

Don't kid yourself. You know that it's not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying to appease a client, and in reality only making it worse? On today's Worlds To Conquer, Jamie goes through the steps of how to handle those situations and how to come together as a team to make sure they...

The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions as so often we equate who we are with what we do. On today's What Works Wednesday, Matt is joined by the author of The Seller's Journey, Denise Logan, to discuss why you should have your own exit strat...

Is having an office that hasn't been burnt to a crisp the threshold you're working under when you take time out of the office? Or are you operating on the extreme end of having your team handle tasks that only you can do while you're gone? On today's episode, Matt and Micah talk through the process of taking time out of the office and the need to fear set with your team and your family to make you...