The Perfect RIA

Do you have your line in the sand that you know you won't cross with your clients? What happens if they cross that line or if they don't take your advice? Have you thought about how you need to approach your aging clients or clients with aging parents to discuss how they want to plan their future care? What about your prospects? Are you working with the right people or do you think that anyone who...

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting and how to make sure you're working with the right people. She'll also discuss why once you determine who you work best with, you need to share this with your team. Listen in as Jamie shares why if you have a great prospecting strategy, you can grow a...

How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association. Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing c...

When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and know that at some point, you'll need to graduate certain clients? What do you do when a client graduates you? Listen in as Matt and Micah discuss why you need to be clear with yourself, and your clients,...

Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can deliver massive value and move the needle for your clients? Have you thought about the impact a coach can make in your life and why you need to look at designing your business and your life? How about head trash? You don't have to just deal with insecurities, there is a w...

Are you afraid that you're going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but there are ways to work through this. Listen in as Jamie shares her advice on how to take that head trash out from masterminds to morning routines, and why it's important to get your team involved as well. https://bit.ly/3VIrETq

Designing your life and your business is something that everyone should focus on. However, sometimes it's hard to find in yourself what you need to do or how you get to that next point. Matt and Micah are joined by Expert EOS Business Coach Scott Rusnak who shares how he works as a guide for entrepreneurs along their journey to help them know when to look for moments of clarity and that you need t...

A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smaller period of time. As with anything at The Perfect RIA, you need to be hyper-intentional about this, especially your time. If you're at the office just to be there and you're not moving the needle for your clients, or working to up your game, then y...

Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to your clients by replacing the word 'marshmallow' anytime you use industry jargon, and do you create so much value that your clients are excited to talk about you to their friends? Listen in as Amber recaps this week's highlights and action items. https://bit.ly/3yPuYSN

If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you. https://bit.ly/3TdMkku

Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from Income Labs joins Matt to talk about how through their software, they work to bring better outcomes and experiences to clients and why it's important to talk to clients in a way that they understand. Listen in as Matt and Justin discuss that people...

It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn't always go as planned. At first glance, delegating a task for booking travel seems simple. But what if you end up in the middle seat of the last row? On today's episode, Orion Matthews joins Matt and Micah to talk about their experiences with delegation and why you need a process and checklist to ma...

Key takeaways from this week's episodes. Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week's highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you crea...

Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house. https://bit.ly/3RQn...

Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead, you created a process for your new and existing clients - from empowering your team to assist and setting standards for the 'right' way to answer a client call, to constantly setting expectations with your clients on what it is that you're doing fo...

What you need to know about onboarding. https://bit.ly/3Veoiac  

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. https://bit.ly/3edEwzN  

If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who doesn't work at one of the larger firms. Generally, an independent planner or advisor will either be a registered investment advisor (RIA) or someone who works for an independent broker-dealer. In this episode, Matt is joined by Brad Wales, Founder of Tr...

Your prospect just said 'yes'—now what? Don't panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to lay the groundwork early and communicate the processes you have in place. Today, they share the different elements of creating and implementing a process, as well as real-life insight from how they make...

Key takeaways from this week's episodes. https://bit.ly/3y8PYn5  

Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k  

Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial,...

Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still having trouble knowing what to say and how to add value to your meetings, this is the episode for you. Matthew and Micah jump in to share some of the origins of the value-add, how they struggled in client meetings at first, and what helped them find...

Helping your team to help you. https://bit.ly/3SgTJPx  

What young advisors need to know in order to grow their practices. https://bit.ly/3BMVMnb